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 | $56K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Dividend Income A N/R | Other securities | — | — | $2.0M | 10.0% | |
| Fully Benefit Responsive Investment Contract * Empower Annuity Insurance Key Guaranteed Portfolio N/R | Other securities | — | — | $1.9M | 9.7% | |
| iShares S&P 500 Index A N/R | Other securities | — | — | $1.8M | 9.2% | |
| Fidelity Advisor Fidelity Advisor Growth N/R | Other securities | — | — | $1.4M | 7.2% | |
| iShares MSCI EAFE International Index A N/R | Other securities | — | — | $1.4M | 7.0% | |
| Victory Sycamore Established Value A N/R | Other securities | — | — | $1.3M | 6.4% | |
| Voya Intermediate Bond A N/R | Other securities | — | — | $1.1M | 5.4% | |
| Principal Core Fixed Income A N/R | Other securities | — | — | $967K | 4.9% | |
| MFS Global Total Return A N/R | Other securities | — | — | $930K | 4.7% | |
| JPMorgan Govt Bond Fund A N/R | U.S. Treasuries | — | — | $887K | 4.5% | |
| Company of America * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $883K | 4.5% | |
| Invesco Equity and Income A N/R | Other securities | — | — | $822K | 4.2% | |
| Alger Small Cap Focus A N/R | Mutual Funds | — | — | $479K | 2.4% | |
| Columbia Mid Cap Indes A N/R | Other securities | — | — | $466K | 2.4% | |
| Columbia Small Cap Indes A N/R | Other securities | — | — | $445K | 2.3% | |
| Invesco International Small-Mid Compy A N/R | Other securities | — | — | $395K | 2.0% | |
| Macquarie Emerging Markets A N/R | Other securities | — | — | $364K | 1.8% | |
| Opportunities A Franklin Income Fund A N/R | Other securities | — | — | $349K | 1.8% | |
| DWS RREEF Real Estate Securities A N/R | Other securities | — | — | $307K | 1.6% | |
| MFS International Growth A N/R | Other securities | — | — | $279K | 1.4% | |
| Victory Sycamore Small Co Opp A N/R | Common Stock | — | — | $234K | 1.2% | |
| BlackRock Mid-Cap Growth Equity Inv A N/R | Other securities | — | — | $229K | 1.2% | |
| Eaton Vance Income Fund of Boston A N/R | Other securities | — | — | $223K | 1.1% | |
| BlackRock Inflation Protected Bond Inv A N/R | Other securities | — | — | $185K | 0.9% | |
| Invesco Short Term Bond A N/R | Other securities | — | — | $152K | 0.8% | |
| PIMCO Int Bond (USD-Hedged) A N/R | U.S. Treasuries | — | — | $119K | 0.6% | |
| Invesco Gold & Special Minerals A N/R | Other securities | — | — | $95K | 0.5% | |
| PIMCO Income A N/R | Other securities | — | — | $56K | 0.3% | |
| Templeton Foreign Fund Class A N/R | Other securities | — | — | $54K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MADISON, WI |
| AUDITOR |
| $16K |
| — |
