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 | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FREEDOM INDEX 2055 INVESTOR | Other securities | — | — | $501K | 15.9% | |
| Fidelity FREEDOM INDEX 2060 INVESTOR | Other securities | — | — | $462K | 14.7% | |
| Fidelity FREEDOM INDEX 2050 INVESTOR | Other securities | — | — | $335K | 10.7% | |
| Fidelity FREEDOM INDEX 2045 INVESTOR | Other securities | — | — | $231K | 7.4% | |
| Fidelity 500 INDEX | Other securities | — | — | $229K | 7.3% | |
| Fidelity FREEDOM INDEX 2030 INVESTOR | Other securities | — | — | $183K | 5.8% | |
| Fidelity FREEDOM INDEX 2020 INVESTOR | Other securities | — | — | $150K | 4.8% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Other securities | — | — | $142K | 4.5% | |
| Fidelity FREEDOM INDEX 2040 INVESTOR | Other securities | — | — | $130K | 4.1% | |
| Fidelity FREEDOM INDEX 2035 INVESTOR | Other securities | — | — | $129K | 4.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Other securities | — | — | $108K | 3.4% | |
| Fidelity FREEDOM INDEX 2065 INVESTOR | Other securities | — | — | $106K | 3.4% | |
| JPMorgan EQUITY INCOME R6 | Other securities | — | — | $54K | 1.7% | |
| Fidelity SMALL CAP INDEX | Other securities | — | — | $52K | 1.7% | |
| Fidelity MID CAP INDEX | Other securities | — | — | $49K | 1.6% | |
| MFS GROWTH R6 | Other securities | — | — | $46K | 1.5% | |
| Fidelity FREEDOM INDEX 2025 INVESTOR | Other securities | — | — | $43K | 1.4% | |
| PIMCO INCOME INSTL | Other securities | — | — | $36K | 1.2% | |
| Blackrock MID-CAP GROWTH EQUITY K | Other securities | — | — | $36K | 1.1% | |
| Fidelity US BOND INDEX | Other securities | — | — | $30K | 0.9% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $26K | 0.8% | |
| Notes receivable from participants Interest Rates - 4.25% to 9.50% - | Bonds / Notes | — | — | $21K | 0.7% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Other securities | — | — | $16K | 0.5% | |
| Empower Annuity Insurance Company of America Fixed Account - Series Class I | Other securities | — | — | $10K | 0.3% | |
| MFS INTL DIVERSIFICATION R6 | Other securities | — | — | $8K | 0.2% | |
| Invesco REAL ESTATE R6 | Other securities | — | — | $4K | 0.1% | |
| Allspring SPECIAL MID CAP VALUE R6 | 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.
| CAMBRIDGE INVESTMENT RESEARCH INC |
| — |
| FAIRFIELD, IA |
| INVESTMENT ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | OTHER | $2K | — |
