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 | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Group Annuity Contract * Empower Equitable Income Fixed Account - Series Class | Common Stock | — | — | $3.2M | 16.4% | |
| Vanguard 500 Index Admiral Fund | Other securities | — | — | $3.1M | 15.9% | |
| JP Morgan Chase JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $1.3M | 6.8% | |
| Vanguard Windsor II Fund - Admiral Fund | Other securities | — | — | $1.1M | 5.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.0M | 5.3% | |
| Fund Vanguard Target Retirement 2035 Investment | Other securities | — | — | $936K | 4.9% | |
| Vanguard International Growth Admiral Fund | Other securities | — | — | $852K | 4.4% | |
| JP Morgan Chase JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $758K | 3.9% | |
| Vanguard LifeStrategy Conservative Growth | Other securities | — | — | $681K | 3.5% | |
| Fund Vanguard Long-Term Investment Grade Fund ** - Vanguard Small Cap Index Admiral Fund | Other securities | — | — | $645K | 3.3% | |
| Fund Vanguard Target Retirement 2025 Investment | Other securities | — | — | $616K | 3.2% | |
| PIMCO Income Institutional Fund | Other securities | — | — | $564K | 2.9% | |
| Fund Vanguard Target Retirement 2055 Investment | Other securities | — | — | $563K | 2.9% | |
| BNY Mellon BNY Mellon Midcap Index Fund | Other securities | — | — | $530K | 2.8% | |
| Vanguard Target Retirement 2020 Investment | Other securities | — | — | $527K | 2.7% | |
| Fund Vanguard LifeStrategy Growth Investment | Other securities | — | — | $480K | 2.5% | |
| Fund Vanguard Target Retirement 2045 Investment | Other securities | — | — | $456K | 2.4% | |
| American Funds The Bond Fund of America | Other securities | — | — | $359K | 1.9% | |
| Fund Vanguard Target Retirement 2030 Investment | Other securities | — | — | $337K | 1.7% | |
| Fund Vanguard Target Retirement 2040 Investment | Other securities | — | — | $279K | 1.4% | |
| s (Continued) Vanguard Target Retirement Investment Fund | Mutual Funds | — | — | $257K | 1.3% | |
| Fund Vanguard Target Retirement 2050 Investment | Other securities | — | — | $248K | 1.3% | |
| Notes Receivable from Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $209K | 1.1% | |
| Fund Vanguard Target Retirement 2060 Investment | Other securities | — | — | $190K | 1.0% | |
| Massachusetts Financial MFS Mid Cap Value R6 Fund | Other securities | — | — | $93K | 0.5% | |
| V Company Common Stock Fund * Empower SIFCO Industries, Inc. Common Stock Fund | Common Stock | — | — | $24K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $27K |
| — |
