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 | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2035 Instl Prem | Other securities | — | — | $2.1M | 22.3% | |
| Fidelity Investments Fidelity Freedom Index 2025 Instl Prem | Other securities | — | — | $1.7M | 17.8% | |
| Fidelity Investments Fidelity Freedom Index 2030 Instl Prem | Other securities | — | — | $1.4M | 15.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Instl Prem | Other securities | — | — | $965K | 10.2% | |
| Fidelity Investments Fidelity Freedom Index 2040 Instl Prem | Other securities | — | — | $451K | 4.8% | |
| Empower Investments EI Fixed Account - Series Class I | Other securities | — | — | $432K | 4.6% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $424K | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Instl Prem | Other securities | — | — | $307K | 3.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Instl Prem | Other securities | — | — | $302K | 3.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 Instl Prem | Other securities | — | — | $208K | 2.2% | |
| Putnam Investments Putnam Growth Opportunities R6 | Other securities | — | — | $181K | 1.9% | |
| American Funds American Funds Intl GR and Inc R6 | Common Stock | — | — | $163K | 1.7% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $137K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $137K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Instl Prem | Other securities | — | — | $90K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $89K | 0.9% | |
| American Funds American Funds New World R6 | Other securities | — | — | $82K | 0.9% | |
| Clearbridge Investments Clearbridge Select IS | Other securities | — | — | $81K | 0.9% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $56K | 0.6% | |
| Blackrock Mid-Cap Value Class K | Other securities | — | — | $49K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Instl Prem | Other securities | — | — | $42K | 0.4% | |
| Massachusetts Financial Services MFS Value R6 | Other securities | — | — | $26K | 0.3% | |
| Lord Abbett Lord Abbett Developing Growth R6 | Other securities | — | — | $22K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2065 Instl Prem | Other securities | — | — | $9K | <0.1% | |
| Note receivable from participant Interest rate of 6%; maturing July 2024. | Bonds / Notes | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $35K |
| — |
