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 | NONE | $171K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 Institutional Index Fund - | Other securities | — | — | $23.2M | 12.0% | |
| PUTNAM STABLE VALUE FUND PUTNUM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21.0M | 10.9% | |
| Vanguard Institutional Target Retirement 2025 - | Other securities | — | — | $15.6M | 8.1% | |
| Vanguard Institutional Target Retirement 2030 - | Other securities | — | — | $13.9M | 7.2% | |
| Vanguard Institutional Target Retirement 2035 - | Other securities | — | — | $11.8M | 6.1% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY TRUST COMPANY,LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $11.7M | 6.0% | |
| Vanguard Institutional Target Retirement 2045 - | Other securities | — | — | $10.9M | 5.7% | |
| Vanguard Institutional Target Retirement 2040 - | Other securities | — | — | $10.2M | 5.3% | |
| Vanguard Mid Cap Index - | Other securities | — | — | $8.8M | 4.6% | |
| Vanguard Institutional Target Retirement 2050 - | Other securities | — | — | $7.4M | 3.9% | |
| Vanguard Small Cap Index - | Other securities | — | — | $6.9M | 3.6% | |
| Vanguard Total Bond Market Index - | Other securities | — | — | $5.6M | 2.9% | |
| Vanguard Institutional Target Retirement 2020 - | Other securities | — | — | $5.4M | 2.8% | |
| Janus Vanguard Total International Stock Index - | Other securities | — | — | $5.3M | 2.8% | |
| Vanguard Institutional Target Retirement 2055 - | Other securities | — | — | $5.2M | 2.7% | |
| Vanguard Institutional Target Retirement Income - | Other securities | — | — | $4.6M | 2.4% | |
| Vanguard Institutional Target Retirement 2060 - | Other securities | — | — | $4.6M | 2.4% | |
| Empower Self-Directed Brokerage - | Other securities | — | — | $3.3M | 1.7% | |
| Blackrock Equity Dividend Institutional - | Other securities | — | — | $3.2M | 1.7% | |
| Pimco Income Institutional - | Other securities | — | — | $2.9M | 1.5% | |
| Participants Notes receivable with interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $2.7M | 1.4% | |
| MFS International Diversification R6 - | Other securities | — | — | $2.5M | 1.3% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK TRUST COMPANY,LLC · EIN 45-2395022 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| Vanguard Institutional Target Retirement 2065 - | Other securities | — | — | $2.1M | 1.1% | |
| Janus Henderson Triton - | Other securities | — | — | $573K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 - | Other securities | — | — | $449K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY TRUST COMPANY,LLC · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $288K | 0.1% | |
| MFS Mid Cap Value - | Other securities | — | — | $183K | <0.1% | |
| Pimco All Asset Institutional - | Other securities | — | — | $80K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| OVERLAND PARK, KS |
| NONE |
| $60K |
| — |
| AHEARN JASCO + COMPANY PA | — | POMPANO BEACH, FL | NONE | $20K | — |
