Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | PATHWAY SUCCESS, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R6 | Other securities | — | — | $2.0M | 27.2% | |
| GWI Fixed Account Series Class I | Other securities | — | — | $1.1M | 15.9% | |
| American Funds 2035 Target Date Retirement R6 | Other securities | — | — | $904K | 12.5% | |
| American Funds 2040 Target Date Retirement R6 | Other securities | — | — | $693K | 9.6% | |
| American Funds 2045 Target Date Retirement R6 | Other securities | — | — | $499K | 6.9% | |
| American Funds 2025 Target Date Retirement R6 | Other securities | — | — | $361K | 5.0% | |
| American Funds 2020 Target Date Retirement R6 | Other securities | — | — | $309K | 4.3% | |
| Fidelity 500 Index | Other securities | — | — | $225K | 3.1% | |
| American Funds 2050 Target Date Retirement R6 | Other securities | — | — | $178K | 2.5% | |
| American Funds 2015 Target Date Retirement R6 | Other securities | — | — | $175K | 2.4% | |
| American Funds 2055 Target Date Retirement R6 | Other securities | — | — | $122K | 1.7% | |
| Fidelity Blue Chip Growth K6 | Other securities | — | — | $115K | 1.6% | |
| American Funds 2060 Target Date Retirement R6 | Other securities | — | — | $108K | 1.5% | |
| PGIM Jennison International Opps R6 | Other securities | — | — | $101K | 1.4% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $91K | 1.3% | |
| JPMorgan US Equity R6 | Other securities | — | — | $80K | 1.1% | |
| Fidelity Advisor Small Cap Growth Z | Other securities | — | — | $58K | 0.8% | |
| Fidelity Advisor Focused Emerging Mrkt Z 319 Loomis Sayles Global Allocation N 56 Participant loans Stated interest at 5.25% to 10.5% | Bonds / Notes | — | — | $37K | 0.5% | |
| American Funds Corporate Bond R6 | Other securities | — | — | $24K | 0.3% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $13K | 0.2% | |
| American Funds 2065 Target Date Retirement R6 | Other securities | — | — | $10K | 0.1% | |
| iShares U.S. Aggregate Bond Index K | Other securities | — | — | $9K | 0.1% | |
| American Funds American Balanced R6 | Other securities | — | — | $8K | 0.1% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | — | $7K | 0.1% | |
| iShares Russell Small/Mid-Cap Index K | Other securities | — | — | $5K | <0.1% | |
| American Century Equity Income R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | CONTRACT ADMIN | $735 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
