Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2040 | Other securities | — | — | $5.7M | 16.8% | |
| Vanguard Target Retire 2030 | Other securities | — | — | $4.5M | 13.2% | |
| Vanguard Target Retire 2035 | Other securities | — | — | $3.8M | 11.2% | |
| Vanguard Target Retire 2045 | Other securities | — | — | $3.2M | 9.4% | |
| Vanguard Target Retire 2050 | Other securities | — | — | $3.1M | 9.2% | |
| Vanguard Target Retire 2025 | Other securities | — | — | $2.4M | 7.1% | |
| Fidelity 500 Index Fund | Other securities | — | — | $2.2M | 6.5% | |
| Vanguard Target Retire 2055 | Other securities | — | — | $2.0M | 6.0% | |
| Principal Large Cap Growth Fund I R6 | Other securities | — | — | $1.4M | 4.1% | |
| Vanguard Target Retire 2020 | Other securities | — | — | $978K | 2.9% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $830K | 2.4% | |
| Vanguard Target Retire 2060 | Other securities | — | — | $775K | 2.3% | |
| Fidelity Ext Market Index | Other securities | — | — | $710K | 2.1% | |
| Vanguard Target Retire Income | Other securities | — | — | $592K | 1.7% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $346K | 1.0% | |
| Vanguard Target Retire 2065 | Other securities | — | — | $329K | 1.0% | |
| JPMorgan U.S. Equity Fund R6 | Other securities | — | — | $284K | 0.8% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $204K | 0.6% | |
| Fidelity International Index | Other securities | — | — | $157K | 0.5% | |
| DFA U.S. Targeted Value Port Inst | Other securities | — | — | $145K | 0.4% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $118K | 0.3% | |
| American Funds Europacific Growth R6 | Other securities | — | — | $82K | 0.2% | |
| ClrBrg Sm Cp Growth Fnd IS | Other securities | — | — | $81K | 0.2% | |
| Vanguard Target Retire 2070 | Other securities | — | — | $8K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $2K | — |
