Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $140K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANGEMENT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Other securities | — | — | $3.3M | 18.4% | |
| Vanguard Trgt Ret Inc 2050 | Common Stock | — | — | $1.9M | 10.5% | |
| Vanguard Trgt Ret Inc 2040 | Common Stock | — | — | $1.5M | 8.3% | |
| Dodge & Cox Income | Other securities | — | — | $1.1M | 6.3% | |
| Vanguard Trgt Ret Inc 2045 | Common Stock | — | — | $956K | 5.3% | |
| Vanguard Trgt Ret Inc 2025 | Common Stock | — | — | $928K | 5.1% | |
| Vanguard Extended Market | Other securities | — | — | $837K | 4.6% | |
| Pioneer Fundamental Growth | Other securities | — | — | $811K | 4.5% | |
| Vanguard International Value | Other securities | — | — | $809K | 4.5% | |
| s * American Funds Europacific Growth | Mutual Funds | — | — | $749K | 4.1% | |
| Vanguard Trgt Ret Inc 2030 | Common Stock | — | — | $727K | 4.0% | |
| Vanguard Trgt Ret Inc 2055 | Common Stock | — | — | $710K | 3.9% | |
| American Funds Washington Mutual | Other securities | — | — | $704K | 3.9% | |
| Vanguard Trgt Ret Inc 2035 | Common Stock | — | — | $697K | 3.9% | |
| Vanguard Trgt Ret Inc 2060 | Common Stock | — | — | $589K | 3.3% | |
| Hartford Mid Cap Value | Other securities | — | — | $432K | 2.4% | |
| Macquarie Small Cap Core | Other securities | — | — | $424K | 2.3% | |
| Pioneer Strategic Inc | Common Stock | — | — | $356K | 2.0% | |
| Vanguard Trgt Ret Inc | Common Stock | — | — | $304K | 1.7% | |
| Virtus Ceredex Mid Cap Value | Other securities | — | — | $187K | 1.0% | |
| Vanguard Trgt Ret Inc 2020 | Common Stock | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC. |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $89K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES, INC. | — | BRENTWOOD, TN | CONTRACT ADMINISTRATOR | $14K | — |
