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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $2.7M | 24.9% | |
| Hartford Balanced Income R6 | Other securities | — | — | $2.0M | 18.6% | |
| American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $1.2M | 11.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $967K | 9.0% | |
| American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $760K | 7.0% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $482K | 4.5% | |
| TCW Metwest Total Return Bond Plan | Other securities | — | — | $298K | 2.8% | |
| American Funds New World R6 | Other securities | — | — | $266K | 2.5% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $261K | 2.4% | |
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $255K | 2.4% | |
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $246K | 2.3% | |
| American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $237K | 2.2% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $176K | 1.6% | |
| T. Rowe Price Diversified Mid Cap Gr I | Other securities | — | — | $172K | 1.6% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $148K | 1.4% | |
| American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $92K | 0.9% | |
| Registered Investment Companies (Mutual Funds) American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $69K | 0.6% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $57K | 0.5% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $52K | 0.5% | |
| Empower International Value Instl | Other securities | — | — | $38K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm | Other securities | — | — | $33K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $28K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | Other securities | — | — | $27K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $26K | 0.2% | |
| Forfeitures | Other securities | — | — | $14K | 0.1% | |
| Vanguard Lifestrategy Growth Inv | Other securities | — | — | $8K | <0.1% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS LLC | — | LENEXA, KS | CONTRACT ADMIN | $23K | — |
| BIA CONSULTING LLC | — | ROCHESTER, NY | CONTRACT ADMIN | $93 | — |
| HARTMAN CONSULTING, LLC | — | PENFIELD, NY | CONTRACT ADMIN | $70 | — |
