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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Mutual Fund | Other securities | — | — | $4.1M | 12.5% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Other securities | — | — | $4.1M | 12.5% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | Other securities | — | — | $4.1M | 12.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Other securities | — | — | $2.9M | 8.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Other securities | — | — | $2.8M | 8.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Other securities | — | — | $2.4M | 7.4% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.9M | 5.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Other securities | — | — | $1.5M | 4.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Other securities | — | — | $1.3M | 4.0% | |
| MFS Value R4 Mutual Fund | Other securities | — | — | $1.1M | 3.2% | |
| Fixed Annuities * Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $918K | 2.8% | |
| Vanguard 500 Index Admiral Mutual Fund | Other securities | — | — | $894K | 2.7% | |
| Macquarie Small Cap Core Institutional Mutual Fund | Other securities | — | — | $832K | 2.5% | |
| American Funds Europacific GR R5 Mutual Fund | Other securities | — | — | $771K | 2.3% | |
| American Funds Smallcap World R5 Mutual Fund | Other securities | — | — | $702K | 2.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Other securities | — | — | $613K | 1.9% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | Other securities | — | — | $367K | 1.1% | |
| Principal Midcap Inst Mutual Fund | Other securities | — | — | $325K | 1.0% | |
| Participant Loans Interest rates of 3.25% to 10.50% | Bonds / Notes | — | — | $277K | 0.8% | |
| TCW Metwest Total Return Bond Plan Mutual Fund | Other securities | — | — | $277K | 0.8% | |
| Principal Real Estate Securities R3 Mutual Fund | Other securities | — | — | $189K | 0.6% | |
| Pioneer Global Sustainable Equity Y Mutual Fund | Other securities | — | — | $151K | 0.5% | |
| Artisan Mid Cap Advisor Mutual Fund | Other securities | — | — | $144K | 0.4% | |
| (1) Mutual Funds Allspring Special Mid Cap Value Inst Mutual Fund | Other securities | — | — | $92K | 0.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Other securities | — | — | $58K | 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 |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 | INDIANAPOLIS, IN | CONTRACT ADMIN | $800 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY LLP | — | CHICAGO, IL | AUDITOR | $35K | — |
