Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Other securities | — | — | $1.5M | 17.2% | |
| Unallocated investment contract with an Insurance Company * Empower Trust Company Guaranteed Income Fund | Other securities | — | — | $1.4M | 16.4% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $1.2M | 13.2% | |
| JP Morgan Core Plus R6 | Other securities | — | — | $876K | 10.0% | |
| American Fund Euro pacific Growth R6 | Other securities | — | — | $760K | 8.7% | |
| MFS Value Fund R6 | Other securities | — | — | $645K | 7.4% | |
| Vanguard Total International Stock Index Institutional | Other securities | — | — | $574K | 6.6% | |
| T.Rowe Price Mid Cap Growth I | Other securities | — | — | $466K | 5.3% | |
| Vanguard Total Bond Market Index Institutional | Other securities | — | — | $321K | 3.7% | |
| Vanguard Extended Market Index ADM ** 1 Vanguard Extended Market Index Instl | Other securities | — | — | $297K | 3.4% | |
| Principal Small Cap GRD I R6 | Other securities | — | — | $219K | 2.5% | |
| MFS New Discovery Val R6 | Other securities | — | — | $190K | 2.2% | |
| Vanguard Total International Bond Index Admiral ** 2 Vanguard Total International Bond Index Institutional | Other securities | — | — | $146K | 1.7% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $128K | 1.5% | |
| Participant loans Various participant loans – Interest rates - 0 - | Participant loans | — | — | $35K | 0.4% |
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 |
|---|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | — | GARDEN CITY, NY | OTHER | $26K | — |
| THE WAGNER LAW GROUP | — | BOSTON, MA | OTHER | $3K | — |
