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 | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGMT | $279 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEATH EQUITY SERVICES LLC BD |
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 | |||||
|---|---|---|---|---|---|---|
| SAGIC Diversified Bond I Fund Held by Empower Guaranteed Interest Account $ | Other securities | — | — | $10.0M | 37.4% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.3M | 8.7% | |
| JPMORGAN LARGE CAP GROWTH R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.7% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.6% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.1% | |
| MASSMUTUAL SELECT TRP RET. 2030 M5 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| JPMORGAN US EQUITY R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $901K | 3.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $898K | 3.4% | |
| MASSMUTUAL SELECT TRP RET. 2040 M5 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $874K | 3.3% | |
| American Funds Capital World Gr&Inc R4 Pooled Separate Account | Common Stock | — | — | $855K | 3.2% | |
| AMERICAN FUNDSCAPITALWORLDGR&INCR4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $855K | 3.2% | |
| MFS GROWTH I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $693K | 2.6% | |
| INVESCO MAIN STREET MID CAP A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $536K | 2.0% | |
| CLEARBRIDGE INTERNATIONAL GROWTH FI FRANKLIN TEMPLETON INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $526K | 2.0% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $429K | 1.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $396K | 1.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $351K | 1.3% | |
| NUVEEN SMALL CAP SELECT I NUVEEN · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $345K | 1.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $259K | 1.0% | |
| JANUS HENDERSON MID CAP VALUE S JANUES HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $258K | 1.0% | |
| MASSMUTUAL SELECT TRP RETUREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $227K | 0.9% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $226K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $179K | 0.7% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $176K | 0.7% | |
| VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $146K | 0.5% | |
| MASSMUTUAL SELECT TRP RET. 2055 M5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $120K | 0.5% | |
| MASSMUTUAL SELECT TRP RET. 2045 M5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $83K | 0.3% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $52K | 0.2% | |
| MASSMUTUAL SELECT TRP RET. 2025 M5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $30K | 0.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WATHAM, MA |
| INVESTMENT ADVISOR |
| $46K |
| — |
