Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $1.9M | 12.2% | |
| Vanguard Target Retirement 2030 N/R | Other securities | — | — | $1.8M | 11.4% | |
| Vanguard Target Retirement 2020 N/R | Other securities | — | — | $1.5M | 9.7% | |
| Vanguard Target Retirement 2025 N/R | Other securities | — | — | $1.3M | 8.4% | |
| Vanguard Target Retirement 2040 N/R | Other securities | — | — | $1.2M | 7.4% | |
| Pioneer Fundamental Growth K N/R | Other securities | — | — | $1.0M | 6.4% | |
| Admiral Vanguard Mid Cap Index Fund-Admiral N/R | Other securities | — | — | $785K | 4.9% | |
| Vanguard Developed Markets Index- N/R | Other securities | — | — | $722K | 4.5% | |
| Vanguard Target Retirement 2045 N/R | Other securities | — | — | $636K | 4.0% | |
| Vanguard Target Retirement 2035 N/R | Other securities | — | — | $540K | 3.4% | |
| Prudential Financial PGIM Total Return BD R6 N/R | Other securities | — | — | $488K | 3.1% | |
| BlackRock Mid-Cap Growth Equity N/R | Other securities | — | — | $472K | 3.0% | |
| Vanguard Small Cap Index Admiral N/R | Other securities | — | — | $438K | 2.7% | |
| Vanguard Target Retirement 2050 N/R | Other securities | — | — | $393K | 2.5% | |
| Admiral Janus Henderson Janus Henderson Triton N N/R | Other securities | — | — | $390K | 2.4% | |
| Vanguard Total Bond Market Index N/R | Other securities | — | — | $383K | 2.4% | |
| Empower Annuity Insurance Guaranteed Income Fund N/R | Other securities | — | — | $360K | 2.3% | |
| Vanguard Target Retirement Income N/R | Other securities | — | — | $335K | 2.1% | |
| Fund Oppenheimer Invesco Developing Markets Y N/R | Other securities | — | — | $306K | 1.9% | |
| Cohen & Steers Cohen & Steers Realty L N/R | Other securities | — | — | $204K | 1.3% | |
| BlackRock Strategic N/R | Other securities | — | — | $142K | 0.9% | |
| Income Opportunities Portfolio K Massachusetts Financial Services MFS Value Fund Class R6 N/R | Other securities | — | — | $84K | 0.5% | |
| Vanguard Target Retirement 2060 N/R | Other securities | — | — | $82K | 0.5% | |
| Vanguard Target Retirement 2055 N/R | Other securities | — | — | $78K | 0.5% | |
| Company of America * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $78K | 0.5% | |
| Fidelity Advisor Small Cap Value Z N/R | Other securities | — | — | $72K | 0.5% | |
| Vanguard Target Retirement 2065 N/R | Other securities | — | — | $70K | 0.4% | |
| American Funds American Fund Europacific Growth R6 N/R | Other securities | — | — | $63K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
