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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | 45-2098380 | ATLANTA, GA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI |
| Indirect comp |
|---|
| MOSS & YANTIS | — | MT PLEASANT, SC | AUDITOR | $11K | — |
Pooled Separate Account |
| — |
| — |
| $2.4M |
| 98.9% |
| Collective Trust Funds Wilmington Trust Index Select Moderate Retirement I | Pooled Separate Accounts | — | — | $1.1M | 42.9% |
| Wilmington Trust Index Select Moderate 2035 I | — | — | — | $823K | 33.6% |
| Wilmington Trust Index Select Moderate 2045 I | — | — | — | $249K | 10.2% |
| Wilmington Trust Index Select Moderate 2055 I | — | — | — | $188K | 7.7% |
| Mutual Funds Vanguard 500 Index Fund Admiral Shares | Pooled Separate Accounts | — | — | $30K | 1.2% |
| Participant Loans through 2029 | Participant loans | — | — | $24K | 1.0% |
| Vanguard Mid-Cap Index Admiral | — | — | — | $24K | 1.0% |
| MassMutual Mid Cap Growth I | — | — | — | $10K | 0.4% |
| Vanguard Small-Cap Index Admiral | — | — | — | $7K | 0.3% |
| Victory Sycamore Est Value R6 | — | — | — | $5K | 0.2% |
| Pioneer Equity Income K | — | — | — | $5K | 0.2% |
| American Funds American Funds Amer Balanced R6 | — | — | — | $5K | 0.2% |
| PIMCO Income Institutional | — | — | — | $4K | 0.2% |
| MFS Governmnet Securities R6 | — | — | — | $4K | 0.2% |
| Fidelity Fidleity Advisor Total Bond Fund Z | — | — | — | $3K | 0.1% |
| American Funds American Funds EuroPacific Growth Fund Class R6 | — | — | — | $3K | 0.1% |
| Hartford International Opportunities | — | — | — | $3K | 0.1% |
| Invesco International Diversification R6 | — | — | — | $3K | 0.1% |
| Hartford MidCap R6 | — | — | — | $2K | <0.1% |
| All Spring AllSpring Special Small Cap Value R6 | — | — | — | $2K | <0.1% |
