Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER ADMINISTRATO | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITNEY PENSION ASSOCIATS, INC. | 04-3314028 | WHITE RIVER JUNCTION, VT | CONTRACT ADMIN | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.4M | 50.0% | |
| Empower General Account 0 | Other securities | — | — | $1.6M | 12.2% | |
| INDEXSELECT MOD 2035 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $1.2M | 9.4% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 8.2% | |
| INDEXSLEECT MOD 2045 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $915K | 7.2% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $651K | 5.1% | |
| INDEXSELECT MODERATE RET FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $264K | 2.1% | |
| VANGUARD EMERGING MKTS STCK IDX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $261K | 2.0% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $247K | 1.9% | |
| INDEXSELECT CONSERV RET FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4509619 / PN 311 | Pooled Separate Account | — | — | $61K | 0.5% | |
| VANGUARD TOTAL BOND MKT INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Empower MassMutual US Gvt Mny Mkt R5 0 | Other securities | — | — | $18K | 0.1% | |
| DFA INFLATION-PROTECTD SECURITIES I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| INDEXSELECT AGGRSSV 2045 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4403657 / PN 303 | Pooled Separate Account | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSV 2055 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4418048 / PN 304 | Pooled Separate Account | — | — | $949 | <0.1% | |
| INDEXSELECT AGGRSSV RET FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4374798 / PN 300 | Pooled Separate Account | — | — | $866 | <0.1% | |
| INDEXSELECT MODERATE RET FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
