Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Empower Life & Annuity Insurance Company of New York MassMutual Guaranteed Interest Account | Other securities | — | — | $22.9M | 32.0% | |
| JP Morgan JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $9.4M | 13.2% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.2M | 12.9% | |
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.2M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.6M | 6.4% | |
| Janus Henderson Janus Henderson Global Research N | Other securities | — | — | $3.4M | 4.7% | |
| Invesco Core Bond R6 | Other securities | — | — | $2.5M | 3.6% | |
| Virtus Kar Virtus Kar Mid Cap Core R6 | Other securities | — | — | $1.9M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.2% | |
| DFA US Small Cap Growth INSTL | Other securities | — | — | $1.5M | 2.1% | |
| Dodge & Cox Dodge & Cox Stock X | Other securities | — | — | $1.2M | 1.7% | |
| Invesco Value Opportunities R6 | Other securities | — | — | $1.2M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| MassMutual Small Cap Opportun I | Other securities | — | — | $987K | 1.4% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $902K | 1.3% | |
| Fidelity INTL CPTL Apprec K6 | Other securities | — | — | $833K | 1.2% | |
| Notes receivable from participants bearing interest at rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $626K | 0.9% | |
| American Funds American Funds New World R6 | Other securities | — | — | $523K | 0.7% | |
| Pimco Income INSTL | Other securities | — | — | $455K | 0.6% | |
| Invesco Small Cap Value R6 | Other securities | — | — | $350K | 0.5% | |
| AllSpring Real Return R6 | Other securities | — | — | $294K | 0.4% | |
| BrandyWineGlobal High Yield IS | Other securities | — | — | $242K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $222K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $144K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $98K | 0.1% | |
| Columbia Real Estate Columbia Real Estate Equity INST3 | Other securities | — | — | $81K | 0.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL EQUITY OPPORTS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2030 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2060 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2010 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2020 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INCOME ADM PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2050 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2040 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| RSC INSURANCE BROKERAGE INC DBA RIS | — | BOSTON, MA | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA INSURANCE SERVICES INC | — | GREENWOOD VILLAGE, CO | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCEND PARTNERS TOPCO LP LMC ADVISO | — | NEW YORK, NY | AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD PENSION SERVICES LLC | — | GARDEN CITY, NY | OTHER | $28K | — |
