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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA | — | DUBLIN, OH | INVESTMENT ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $600K | 16.2% | |
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $555K | 15.0% | |
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $472K | 12.8% | |
| American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $458K | 12.4% | |
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $450K | 12.2% | |
| American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $281K | 7.6% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $216K | 5.9% | |
| Vanguard Growth Index Adm | Other securities | — | — | $106K | 2.9% | |
| American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $81K | 2.2% | |
| Empower Trust Company, LLC American Funds 2015 Trgt Date Retire R6 * 649 American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $78K | 2.1% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $62K | 1.7% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $47K | 1.3% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $46K | 1.2% | |
| American Funds 2065 Trgt Date Retire R6 | Other securities | — | — | $39K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Other securities | — | — | $30K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | Other securities | — | — | $27K | 0.7% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | — | $24K | 0.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $24K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $23K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm | Other securities | — | — | $16K | 0.4% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $15K | 0.4% | |
| PIMCO Real Return Instl | Other securities | — | — | $11K | 0.3% | |
| Vanguard Total Intl Bd Idx Admiral | Other securities | — | — | $11K | 0.3% | |
| PGIM High-Yield R6 | Other securities | — | — | $7K | 0.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $5K | 0.1% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $4K | 0.1% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
