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 | $29K | — |
| EMPOWER ANNUITY INS.CO. OF AMERICA | — | GREENWOOD, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Mutual Fund | Other securities | — | — | $3.0M | 10.5% | |
| Empower S&P 500 Index Fund Inv Mutual Fund | Other securities | — | — | $2.8M | 9.8% | |
| American Funds Growth Fund of America R4 Mutual Fund | Other securities | — | — | $2.7M | 9.4% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | Other securities | — | — | $2.4M | 8.5% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | Other securities | — | — | $2.3M | 8.1% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | Other securities | — | — | $1.5M | 5.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Other securities | — | — | $1.3M | 4.7% | |
| Blackrock Total Return K Mutual Fund | Other securities | — | — | $1.1M | 3.8% | |
| Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contracts | Other securities | — | — | $950K | 3.4% | |
| Empower S&P Midcap 400 Index Fund Inv Mutual Fund | Other securities | — | — | $840K | 3.0% | |
| JPMorgan US Research Enhanced Equity A Mutual Fund | Other securities | — | — | $826K | 2.9% | |
| American Funds Europacific Growth R4 Mutual Fund | Other securities | — | — | $826K | 2.9% | |
| Empower US Govt Securities Fund Inv Mutual Fund | Other securities | — | — | $788K | 2.8% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Other securities | — | — | $767K | 2.7% | |
| Empower International Index Fund Inv Mutual Fund | Other securities | — | — | $739K | 2.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Other securities | — | — | $728K | 2.6% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Other securities | — | — | $714K | 2.5% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Other securities | — | — | $642K | 2.3% | |
| T. Rowe Price Equity Income I Mutual Fund | Other securities | — | — | $641K | 2.3% | |
| Invesco Global Y Mutual Fund | Other securities | — | — | $577K | 2.0% | |
| Columbia Small Cap Index A Mutual Fund | Other securities | — | — | $504K | 1.8% | |
| Empower Secure Foundation Balanced Inv Mutual Fund | Other securities | — | — | $481K | 1.7% | |
| Columbia Large Cap Value Instl 2 Mutual Fund | Other securities | — | — | $250K | 0.9% | |
| Loomis Sayles Bond Instl Mutual Fund | Other securities | — | — | $244K | 0.9% | |
| DFA Real Estate Securities I Mutual Fund | Other securities | — | — | $227K | 0.8% | |
| Putnam Income Y Mutual Fund | Other securities | — | — | $152K | 0.5% | |
| Clearbridge Small Cap Growth I Mutual Fund | Other securities | — | — | $140K | 0.5% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Other securities | — | — | $110K | 0.4% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $48K | 0.2% | |
| Virtus Ceredex Mid-Cap Value Equity I Mutual Fund | Other securities | — | — | $40K | 0.1% | |
| Royce Small-Cap Total Return Instl Mutual Fund | Other securities | — | — | $39K | 0.1% | |
| Putnam Income A Mutual Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UNIGLOBAL PENSION PLANNING INC | — | FAIRFAX, VA | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGENCE FRANCE PRESSE | — | WASHINGTON, DC | OTHER | $2K | — |
