Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO | 22-1750854 | — | NONE | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.5M | 56.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4454845 / PN 307 | Common Collective Trust | — | — | $1.5M | 24.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $645K | 10.3% | |
| JP Morgan Large Cap Growth R6 1,950 | Other securities | — | — | $163K | 2.6% | |
| Vanguard 500 Index Admiral 104 | Other securities | — | — | $56K | 0.9% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $50K | 0.8% | |
| Guaranteed Income Fund 1,839 | Other securities | — | — | $48K | 0.8% | |
| Vanguard Mid Cap Index Fund Admiral 134 | Other securities | — | — | $44K | 0.7% | |
| Vanguard Developed Markets Index Admiral 2,561 | Other securities | — | — | $39K | 0.6% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $799 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SLEVIN & HART, P.C. |
| 52-1708613 |
| — |
| NONE |
| $34K |
| — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $23K | — |
| DAVID W. NEW, P.C. | 22-2553368 | — | NONE | $7K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $5K | — |
