Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | ADVISOR | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund " | Other securities | — | — | $3.6M | 17.7% | |
| Fidelity 500 Index Fund " | Other securities | — | — | $2.4M | 11.9% | |
| Fidelity Freedom 2040 Fund " | Other securities | — | — | $2.2M | 11.1% | |
| Fidelity Freedom 2025 Fund " | Other securities | — | — | $2.1M | 10.2% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $2.0M | 9.8% | |
| Fidelity Freedom 2030 Fund " | Other securities | — | — | $1.3M | 6.2% | |
| Federated Hermes Government Obligation Advisor " | Other securities | — | — | $943K | 4.7% | |
| Fidelity Freedom 2020 Fund " | Other securities | — | — | $887K | 4.4% | |
| Fidelity Freedom 2035 Fund " | Other securities | — | — | $513K | 2.5% | |
| BlackRock Technology Opportunities Fund Class K " | Other securities | — | — | $511K | 2.5% | |
| ClearBridge International Growth A Fund " | Other securities | — | — | $392K | 1.9% | |
| American Funds Balanced Fund " | Other securities | — | — | $350K | 1.7% | |
| Janus Henderson Enterprise I Fund " | Other securities | — | — | $349K | 1.7% | |
| Fidelity US Bond Index Fund " | Other securities | — | — | $292K | 1.4% | |
| Columbia Dividend Income Fund Institutional 3 Class " | Other securities | — | — | $271K | 1.3% | |
| Fidelity Freedom 2050 Fund " | Other securities | — | — | $241K | 1.2% | |
| Fidelity Freedom 2055 Fund " | Other securities | — | — | $203K | 1.0% | |
| Fidelity Mid Cap Index Fund " | Other securities | — | — | $183K | 0.9% | |
| Participant Loans (4.00% - 9.50%) - | Bonds / Notes | — | — | $155K | 0.8% | |
| American Century Small Cap Growth Fund R6 Mutual fund | Other securities | — | — | $133K | 0.7% | |
| Fidelity Freedom Income Fund " ** 15 Fidelity International Index Fund " | Other securities | — | — | $132K | 0.7% | |
| Fidelity Freedom 2015 Fund " | Other securities | — | — | $131K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | Other securities | — | — | $113K | 0.6% | |
| Fidelity Freedom 2045 Fund " | Other securities | — | — | $105K | 0.5% | |
| Fidelity Emerging Markets Fund " | Other securities | — | — | $97K | 0.5% | |
| Fidelity Freedom 2065 Fund " | Other securities | — | — | $96K | 0.5% | |
| BlackRock High Yield Bond Portfolio Class K " | Other securities | — | — | $94K | 0.5% | |
| John Hancock Bond Fund Class R6 " | Other securities | — | — | $78K | 0.4% | |
| JPMorgan Equity Income Fund Class R6 " | Other securities | — | — | $76K | 0.4% | |
| Fidelity Freedom 2060 Fund " | Other securities | — | — | $58K | 0.3% | |
| Fidelity Small Cap Index Fund " | Other securities | — | — | $31K | 0.2% | |
| Cohen & Steers Realty Shares Fund Class Z " | Other securities | — | — | $30K | 0.1% | |
| MFS Mid Cap Value Fund Class R6 " | Other securities | — | — | $25K | 0.1% | |
| PIMCO Income Fund Institutional Class " | Other securities | — | — | $24K | 0.1% | |
| Hartford Core Equity R6 " | Other securities | — | — | $15K | <0.1% | |
| MFS International Diversification Fund Class R6 " | Other securities | — | — | $15K | <0.1% |
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 |
|---|---|---|---|---|---|
| RPW SOLUTIONS | — | WILMINGTON, MA | CONTRACT ADMIN | $3K | — |
