Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET N/R | Mutual Funds | — | — | $1.3M | 22.5% | |
| RETIREMENT 2035 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $621K | 10.4% | |
| RETIREMENT 2045 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $614K | 10.3% | |
| RETIREMENT 2025 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $606K | 10.1% | |
| RETIREMENT 2030 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $595K | 10.0% | |
| RETIREMENT 2055 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $579K | 9.7% | |
| RETIREMENT 2050 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $349K | 5.8% | |
| RETIREMENT 2040 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $311K | 5.2% | |
| RETIREMENT 2060 INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $183K | 3.1% | |
| INST * Fully Benefit Responsive KEY GUARANTEED PORTFOLIO N/R | Other securities | — | — | $153K | 2.6% | |
| RETIREMENT 2020 INV Mutual Fund FIDELITY 500 INDEX N/R | Other securities | — | — | $134K | 2.2% | |
| MFS INTL DIVERSIFICATION R6 N/R | Mutual Funds | — | — | $97K | 1.6% | |
| VANGUARD TARGET N/R | Mutual Funds | — | — | $91K | 1.5% | |
| RETIREMENT 2065 INV Mutual Fund FIDELITY MID CAP INDEX N/R | Other securities | — | — | $59K | 1.0% | |
| AB LARGE CAP GROWTH Z N/R | Mutual Funds | — | — | $34K | 0.6% | |
| MFS MID CAP VALUE R6 N/R | Mutual Funds | — | — | $33K | 0.6% | |
| MACQUARIE SMALL CAP CORE N/R | Mutual Funds | — | — | $32K | 0.5% | |
| R6 Mutual Fund MFS VALUE R6 N/R | Other securities | — | — | $31K | 0.5% | |
| COLUMBIA BALANCED INSTL 3 N/R | Mutual Funds | — | — | $29K | 0.5% | |
| GOLDMAN SACHS SMALL/MID N/R | Mutual Funds | — | — | $24K | 0.4% | |
| CAP GROWTH R6 Mutual Fund PGIM TOTAL RETURN BOND R6 N/R | Other securities | — | — | $19K | 0.3% | |
| MFS GLOBAL REAL ESTATE R6 N/R | Mutual Funds | — | — | $15K | 0.3% | |
| HARTFORD STRATEGIC INCOME N/R | Mutual Funds | — | — | $14K | 0.2% | |
| R6 Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $9K | 0.2% | |
| RETIREMENT INCOME INV Mutual Fund VANGUARD TARGET N/R | Other securities | — | — | $3K | <0.1% | |
| RETIREMENT 2070 INV Mutual Fund PIMCO INT BOND (USD-HEDGED) N/R | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMINISTRATOR | $5K | — |
