Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Other securities | — | — | $1.9M | 12.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 8.4% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | Other securities | — | — | $1.3M | 8.1% | |
| Fidelity Total International Index Mutual Fund | Other securities | — | — | $1.2M | 7.9% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Fund | Common Stock | — | — | $1.2M | 7.8% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | Other securities | — | — | $1.2M | 7.7% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | Other securities | — | — | $1.2M | 7.7% | |
| Fidelity Mid Cap Index Mutual Fund | Other securities | — | — | $776K | 5.0% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $696K | 4.5% | |
| Ab Large Cap Growth Z Mutual Fund | Other securities | — | — | $634K | 4.1% | |
| Fidelity Us Bond Index Mutual Fund | Other securities | — | — | $592K | 3.8% | |
| Fidelity Small Cap Index Mutual Fund | Other securities | — | — | $568K | 3.7% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | Other securities | — | — | $551K | 3.5% | |
| Jhancock Bond R6 Mutual Fund | Other securities | — | — | $430K | 2.8% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | Other securities | — | — | $366K | 2.4% | |
| Vanguard Value Index Adm Mutual Fund | Other securities | — | — | $345K | 2.2% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | Other securities | — | — | $328K | 2.1% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | Other securities | — | — | $319K | 2.1% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | Other securities | — | — | $285K | 1.8% | |
| Fidelity Freedom Index 2010 Instl Prem Mutual Fund | Other securities | — | — | $109K | 0.7% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | Other securities | — | — | $41K | 0.3% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Other securities | — | — | $37K | 0.2% | |
| Putnam Large Cap Value R6 Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| Jhancock Disciplined Value Mid Cap R6 Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| Pimco Income Instl Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Putnam Small Cap Growth R6 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Mfs Intl Diversification R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $2K | <0.1% |
