Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $179K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GROUP ANNUITY CONTRACT SHARES SAGIC Diversified Bond II | Common Stock | — | — | $4.9M | 13.9% | |
| S American Funds 2030 Target Date Retire | Mutual Funds | — | $260K | $4.5M | 12.7% | |
| iShares S&P 500 Index K | Other securities | — | $6K | $4.3M | 12.1% | |
| American Funds 2040 Target Date Retire | Other securities | — | $99K | $2.0M | 5.8% | |
| American Funds 2020 Target Date Retire | Other securities | — | $141K | $1.9M | 5.4% | |
| American Funds 2050 Target Date Retire | Other securities | — | $82K | $1.7M | 4.9% | |
| MassMutual Blue Chip Growth I | Other securities | — | $72K | $1.7M | 4.8% | |
| Vanguard Dividend Growth Inv | Other securities | — | $42K | $1.5M | 4.3% | |
| Vanguard Equity-Income ADM | Other securities | — | $15K | $1.3M | 3.8% | |
| American Funds 2035 Target Date Retire | Other securities | — | $68K | $1.3M | 3.7% | |
| Fidelity Advisor Total Bond Z | Other securities | — | $124K | $1.2M | 3.3% | |
| MassMutual Mid Cap Growth I | Other securities | — | $53K | $1.0M | 2.9% | |
| American Funds 2025 Target Date Retire | Other securities | — | $61K | $927K | 2.6% | |
| American Funds 2045 Target Date Retire | Other securities | — | $44K | $925K | 2.6% | |
| American Funds New Perspective R6 | Other securities | — | $13K | $825K | 2.3% | |
| iShares Russell Mid-Cap Index K | Other securities | — | $55K | $816K | 2.3% | |
| American Funds 2055 Target Date Retire | Other securities | — | $23K | $618K | 1.8% | |
| American Funds 2010 Target Date Retire | Other securities | — | $39K | $456K | 1.3% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | $4K | $388K | 1.1% | |
| Invesco International Diversified R6 | Other securities | — | $22K | $337K | 1.0% | |
| American Funds 2060 Target Date Retire | Other securities | — | $18K | $322K | 0.9% | |
| Victory Sycamore Established Value R6 | Other securities | — | $7K | $307K | 0.9% | |
| iShares Russell 2000 Small-Cap Index K | Other securities | — | $12K | $296K | 0.8% | |
| Vanguard Real Estate Index Admiral | Other securities | — | $2K | $295K | 0.8% | |
| iShares MSCI EAFE International Index K | Other securities | — | $16K | $250K | 0.7% | |
| American Funds 2015 Target Date Retire | Other securities | — | $20K | $239K | 0.7% | |
| PIMCO Global Bond Opps | Other securities | — | $24K | $231K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | $2K | $162K | 0.5% | |
| TIF International Equity Series | Other securities | — | $12K | $122K | 0.3% | |
| American Funds American Balanced R6 | Other securities | — | $3K | $120K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 54-0910269 |
| — |
| BROKER/ADVISER |
| $0 |
| — |
