This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MM SANDP 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | $2.6M | 7.7% |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Common Collective Trust | $1.3M | 3.7% |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $1.2M | 3.6% |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $1.2M | 3.6% |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $1.2M | 3.4% |
| T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $1.0M | 3.1% |
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $990K | 2.9% |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $937K | 2.8% |
| MASSMUTUAL SMALL CAP OPPS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | $877K | 2.6% |
| DODGE AND COX INCOME - I DODGE AND COX · EIN 90-0779283 / PN 000 | Common Collective Trust | $814K | 2.4% |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $757K | 2.2% |
| T. ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $630K | 1.9% |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $528K | 1.6% |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $525K | 1.6% |
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | $360K | 1.1% |
| T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Common Collective Trust | $352K | 1.0% |
| T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $238K | 0.7% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Common Collective Trust | $156K | 0.5% |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $92K | 0.3% |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Common Collective Trust | $77K | 0.2% |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | $0 | <0.1% |
| MMA SECURITIES LLC |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $43K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLEY DRYE & WARREN LLP | — | STANFORD, CT | ATTORNEY | $7K | — |
