Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $113K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVETSMENT MANAGEMENT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully benefit-responsive investment contract | Guaranteed Income / GIC | — | — | $18.6M | 14.5% | |
| Fidelity 500 Index Mutual Funds | Other securities | — | — | $17.6M | 13.7% | |
| American Fnds 2040 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $16.5M | 12.9% | |
| American Fnds 2050 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $13.2M | 10.3% | |
| MassMutual Blue Chip Growth I Mutual Funds | Other securities | — | — | $10.3M | 8.0% | |
| American Fnds 2030 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $8.5M | 6.6% | |
| T.Rowe Price New Horizons Mutual Funds | Other securities | — | — | $5.5M | 4.3% | |
| American Fnds 2020 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $4.1M | 3.2% | |
| maturing at various dates through October 2039 and secured by participant account balances | Other securities | — | — | $3.9M | 3.0% | |
| American Fnds 2060 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $3.2M | 2.5% | |
| Fidelity Mid Cap Index Mutual Funds | Other securities | — | — | $2.9M | 2.2% | |
| JP Morgan Large Cap Growth Mutual Funds | Other securities | — | — | $2.7M | 2.1% | |
| MFS Value Mutual Funds | Other securities | — | — | $2.7M | 2.1% | |
| MassMutual Mid Cap Growth I Mutual Funds | Other securities | — | — | $2.5M | 1.9% | |
| Fidelity Small Cap Index Mutual Funds | Other securities | — | — | $2.3M | 1.8% | |
| DFA Global Equity I Mutual Funds | Other securities | — | — | $2.2M | 1.8% | |
| Vanguard Small Cap Value Index Amiral Mutual Funds | Other securities | — | — | $2.2M | 1.7% | |
| Nuveen Real Estate Securities Select Mutual Funds | Other securities | — | — | $2.0M | 1.5% | |
| Baird Aggregate Bond Inst Mutual Funds | Other securities | — | — | $1.8M | 1.4% | |
| MFS International Diversification Mutual Funds | Other securities | — | — | $1.6M | 1.2% | |
| Fidelity US Bond Index Mutual Funds | Other securities | — | — | $1.5M | 1.2% | |
| Fidelity International Index Mutual Funds | Other securities | — | — | $1.3M | 1.0% | |
| DFA Emerging Markets I Mutual Funds | Other securities | — | — | $870K | 0.7% | |
| American Fnds 2010 Target Dt Ret Fd Mutual Funds | Other securities | — | — | $299K | 0.2% | |
| Frankin Small Mid- Cap Growth Mutual Funds | Other securities | — | — | $220K | 0.2% | |
| MFS Mid Cap Value Mutual Funds | Other securities | — | — | $76K | <0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $45K |
| — |
