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 | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement Blend 2050 R6 | Other securities | — | — | $831K | 15.3% | |
| JPMorgan Smart Retirement Blend 2045 R6 | Other securities | — | — | $694K | 12.8% | |
| JPMorgan Smart Retirement Blend 2055 R6 | Other securities | — | — | $626K | 11.5% | |
| Fidelity 500 Index | Other securities | — | — | $622K | 11.5% | |
| Fidelity International Index | Other securities | — | — | $325K | 6.0% | |
| American Funds American Funds Bond Fund of Amer R6 | Other securities | — | — | $325K | 6.0% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America Guaranteed Interest Fund | Other securities | — | — | $314K | 5.8% | |
| zoo American Funds New World R6 | Other securities | — | — | $247K | 4.6% | |
| PIMCO Income Instl | Other securities | — | — | $216K | 4.0% | |
| JPMorgan Smart Retirement Blend 2060 R6 | Other securities | — | — | $206K | 3.8% | |
| AB Large Cap Growth Z | Mutual Funds | — | — | $146K | 2.7% | |
| JPMorgan Smart Retirement Blend 2040 R6 | Other securities | — | — | $122K | 2.2% | |
| Fidelity Small Cap Index | Other securities | — | — | $122K | 2.2% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $115K | 2.1% | |
| Fidelity Mid Cap Index | Other securities | — | — | $114K | 2.1% | |
| American Funds American Funds New Perspective R6 | Other securities | — | — | $79K | 1.5% | |
| American Century American Century Real Estate R6 | Other securities | — | — | $64K | 1.2% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $53K | 1.0% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $22K | 0.4% | |
| MFS International Growth R6 | Other securities | — | — | $19K | 0.3% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $15K | 0.3% | |
| JPMorgan Smart Retirement Blend 2030 R6 | Other securities | — | — | $8K | 0.2% | |
| JPMorgan Smart Retirement Blend 2035 R6 | Other securities | — | — | $6K | 0.1% |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $21K |
| — |
