Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $2.1M | 28.0% | |
| Fidelity Freedom Index 2045 Fd | Other securities | — | — | $733K | 9.9% | |
| Fidelity Freedom Index 2050 Fd | Other securities | — | — | $546K | 7.3% | |
| Fidelity Freedom Index 2060 Fd | Other securities | — | — | $535K | 7.2% | |
| Fidelity Freedom Index 2015 Fd | Other securities | — | — | $533K | 7.2% | |
| Capital Preservation Account | Other securities | — | — | $506K | 6.8% | |
| Fidelity Freedom Index 2025 Fd | Other securities | — | — | $436K | 5.9% | |
| Fidelity Freedom Index 2020 Fd | Other securities | — | — | $414K | 5.6% | |
| Fidelity Freedom Index 2055 Fd | Other securities | — | — | $387K | 5.2% | |
| American Century Emerg Mrkt Fd | Other securities | — | — | $288K | 3.9% | |
| Fidelity Freedom Index 2065 Fd | Other securities | — | — | $264K | 3.5% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $254K | 3.4% | |
| Fidelity International Index | Other securities | — | — | $119K | 1.6% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $103K | 1.4% | |
| Fidelity Freedom Index 2035 Fd | Other securities | — | — | $27K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $24K | 0.3% | |
| Fidelity Freedom Index 2040 Fd | Other securities | — | — | $18K | 0.2% | |
| Fidelity Freedom Index 2030 Fd | Other securities | — | — | $18K | 0.2% | |
| MFS Mid Cap Growth Fund | Other securities | — | — | $15K | 0.2% | |
| Neuberger Berman Real Estate | Other securities | — | — | $12K | 0.2% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $12K | 0.2% | |
| Fidelity International Index | Other securities | — | — | $6K | <0.1% | |
| PIMCO Income Fund | Other securities | — | — | $4K | <0.1% | |
| MFS Growth | Other securities | — | — | $4K | <0.1% | |
| Columbia Dividend Income Instl | Other securities | — | — | $12 | <0.1% |
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 | — | CINCINNATI, OH | OTHER | $0 | — |
