Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $1.2M | 21.0% | |
| BlackRock LifePath Index Retirement K | Mutual Funds | — | — | $1.1M | 19.7% | |
| BlackRock LifePath Index 2045 K | Mutual Funds | — | — | $449K | 7.8% | |
| FEDERATED HERMES TOTAL RET BD CIF C GREAT GRAY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $402K | 6.9% | |
| BlackRock LifePath Index 2035 K | Mutual Funds | — | — | $376K | 6.5% | |
| BlackRock LifePath Index 2055 K | Mutual Funds | — | — | $323K | 5.6% | |
| BlackRock LifePath Index 2050 K | Mutual Funds | — | — | $259K | 4.5% | |
| MFS Research International R6 | Mutual Funds | — | — | $247K | 4.3% | |
| BlackRock LifePath Index 2060 K | Mutual Funds | — | — | $239K | 4.1% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $201K | 3.5% | |
| BlackRock LifePath Index 2065 K | Mutual Funds | — | — | $175K | 3.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $150K | 2.6% | |
| Fixed Annuities Fixed Account | Other securities | — | — | $105K | 1.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $104K | 1.8% | |
| BlackRock Advantage Small Cap Core K | Mutual Funds | — | — | $88K | 1.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $72K | 1.2% | |
| BlackRock LifePath Index 2040 K | Mutual Funds | — | — | $53K | 0.9% | |
| BlackRock LifePath Index 2030 K | Mutual Funds | — | — | $46K | 0.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $30K | 0.5% | |
| Notes Receivable from Participants Interest rate: 5.25%-10.50% - | Bonds / Notes | — | — | $25K | 0.4% | |
| MFS Global Real Estate R6 | Mutual Funds | — | — | $23K | 0.4% | |
| T. Rowe Price Diversified Mid Cap GR I | Mutual Funds | — | — | $23K | 0.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $19K | 0.3% | |
| Janus Henderson Balanced N | Mutual Funds | — | — | $5K | <0.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% | |
| JANUS HENDERSON DEV WORLD BOND CF C GREAT GRAY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 548 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WEXFORD, PA |
| CONTRACT ADMIN |
| $850 |
| — |
