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 VILLIAGE, CO | RECORD KEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $817K | 11.1% | |
| Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund | Other securities | — | — | $682K | 9.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $579K | 7.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $549K | 7.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $538K | 7.3% | |
| Guaranteed Interest Fund * Empower Annuity Insurance Company of Guaranteed Interest America Guaranteed Interest Fund | Other securities | — | — | $527K | 7.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $365K | 4.9% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual Fund | Other securities | — | — | $363K | 4.9% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $360K | 4.9% | |
| Vanguard US Growth Fund Investor Shares Mutual Fund | Other securities | — | — | $309K | 4.2% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares Mutual Fund | Other securities | — | — | $307K | 4.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Other securities | — | — | $287K | 3.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $264K | 3.6% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $263K | 3.6% | |
| Participant Loans 3.25% - 8.50% -0- | Bonds / Notes | — | — | $208K | 2.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $203K | 2.7% | |
| Vanguard Explorer Fund Investor Class Mutual Fund | Other securities | — | — | $200K | 2.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $170K | 2.3% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual Fund | Other securities | — | — | $147K | 2.0% | |
| Vanguard LifeStrategy Income Fund Investor Shares Mutual Fund | Other securities | — | — | $82K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Other securities | — | — | $56K | 0.8% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $56K | 0.8% | |
| Fidelity Advisor Total Bond Fund Class I Mutual Fund | Other securities | — | — | $28K | 0.4% | |
| Fidelity Advisor Small Cap Value Z Mutual Fund | Other securities | — | — | $20K | 0.3% | |
| Neuberger Berman Large Cap Value R6 Mutual Fund ** 14 Royce Small-Cap Opportunity Fund Investment Class Mutual Fund | Other securities | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CHICAGO, IL | CONTRACT ADMIN | $0 | — |
