Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Other securities | — | — | $7.4M | 20.1% | |
| JPMorgan SmartRetirement 2050 RS Mutual Fund | Other securities | — | — | $3.8M | 10.3% | |
| JPMorgan SmartRetirement 2045 RS Mutual Fund | Other securities | — | — | $3.8M | 10.2% | |
| JPMorgan SmartRetirement 2035 RS Mutual Fund | Other securities | — | — | $3.0M | 8.2% | |
| Fund Guaranteed Interest Account General Account interest of 3.00% | Bonds / Notes | — | — | $2.9M | 7.8% | |
| MFS Growth R6 Mutual Fund | Other securities | — | — | $2.6M | 7.1% | |
| JPMorgan SmartRetirement 2040 RS Mutual Fund | Other securities | — | — | $2.4M | 6.4% | |
| JPMorgan SmartRetirement 2055 RS Mutual Fund | Other securities | — | — | $1.9M | 5.0% | |
| JPMorgan SmartRetirement 2030 RS Mutual Fund | Other securities | — | — | $1.1M | 3.1% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Other securities | — | — | $1.1M | 3.1% | |
| ClearBridge Large Cap Value I Mutual Fund | Other securities | — | — | $1.0M | 2.8% | |
| Vanguard Extended Market Index Admiral Mutual Fund | Other securities | — | — | $871K | 2.4% | |
| Janus Henderson Triton I Mutual Fund | Other securities | — | — | $645K | 1.7% | |
| John Hancock Bond R6 Mutual Fund | Other securities | — | — | $511K | 1.4% | |
| MassMutual Mid Cap Growth I Mutual Fund | Other securities | — | — | $500K | 1.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Other securities | — | — | $481K | 1.3% | |
| JPMorgan SmartRetirement 2060 RS Mutual Fund | Other securities | — | — | $475K | 1.3% | |
| Franklin Small Cap Value R6 Mutual Fund | Other securities | — | — | $404K | 1.1% | |
| PIMCO Income lnstl Mutual Fund | Other securities | — | — | $387K | 1.0% | |
| Notes receivable from participants Interest rates ranging from 5.25% to $- | Bonds / Notes | — | — | $344K | 0.9% | |
| JPMorgan SmartRetirement 2025 RS Mutual Fund | Other securities | — | — | $323K | 0.9% | |
| T. Rowe Price Overseas Stock I Mutual Fund | Other securities | — | — | $320K | 0.9% | |
| American Funds New World R6 Mutual Fund | Other securities | — | — | $253K | 0.7% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $238K | 0.6% | |
| MFS International New Discovery R6 Mutual Fund | Other securities | — | — | $53K | 0.1% | |
| MassMutual US Government Money Market Money Market Fund | Cash / Money Market | — | — | $40K | 0.1% | |
| JPMorgan SmartRetirement Income RS 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.
| CREATIVE PLANNING HOLDCO LLC DBA CR |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $74K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED RETIREMENT INC PART OF FUTUR | — | CHICAGO, IL | OTHER | $0 | — |
