Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $834 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON PLACE, NJ | INVESTMENT ADVISOR | $4K |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K | Mutual Funds | — | — | $189K | 14.9% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $179K | 14.0% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $155K | 12.2% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $147K | 11.5% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $125K | 9.8% | |
| IShares S&P 500 Index K | Other securities | — | — | $117K | 9.2% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $92K | 7.2% | |
| from participants to 10.50% with various maturities. - | Bonds / Notes | — | — | $60K | 4.7% | |
| IShares MSCI EAFE International Index K | Other securities | — | — | $39K | 3.1% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $36K | 2.8% | |
| Franklin Mutual Global Discovery R6 | Other securities | — | — | $24K | 1.9% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $19K | 1.5% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $18K | 1.4% | |
| IShares Russell 2000 Small Cap Index K | Other securities | — | — | $12K | 0.9% | |
| Macquarie Emerging Markets | Other securities | — | — | $12K | 0.9% | |
| IShares Russell Mid Cap Index K | Other securities | — | — | $10K | 0.8% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $7K | 0.5% | |
| PGIM Jennison Small Company R6 | Other securities | — | — | $6K | 0.5% | |
| Blackrock Global Allocation K | Other securities | — | — | $6K | 0.5% | |
| American Funds US Government Sec R6 | Other securities | — | — | $5K | 0.4% | |
| Pioneer Bond K | Other securities | — | — | $4K | 0.3% | |
| American Funds AMCAP R6 | Other securities | — | — | $3K | 0.3% | |
| Blackrock Equity Dividend K | Other securities | — | — | $3K | 0.2% | |
| STABLE VALUE COLLECTIVE TRUST GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2K | 0.1% | |
| Lazard International Strategic EQ R6 | Other securities | — | — | $2K | 0.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $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 | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $911 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | CONTRACT ADMIN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIERCE FIRM PLLC | — | FAYETTEVILLE, AR | AUDITOR | $32K | — |
