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 | RECORD KEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.9M | 21.2% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $1.8M | 9.6% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $1.7M | 9.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 7.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 6.3% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $1.1M | 5.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $925K | 5.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $517K | 2.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $431K | 2.4% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $366K | 2.0% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $256K | 1.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $136K | 0.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $122K | 0.7% | |
| NB SUSTAINABLE EQUITY R6 | Registered Investment Companies | — | — | $83K | 0.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $70K | 0.4% | |
| FIDELITY MAGELLAN FUND | Registered Investment Companies | — | — | $66K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $48K | 0.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <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 |
|---|---|---|---|---|---|
| ARNOLD WARSHAVCHIK | — | BROOKLYN, NY | CONTRACT ADMIN | $0 | — |
