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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS, LLC | — | CARMEL, IN | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 22,077 shares | Other securities | — | $22K | $1.1M | 16.2% | |
| Vanguard Target Retirement 2040 21,749 shares | Other securities | — | $22K | $940K | 13.8% | |
| Vanguard Target Retirement 2055 14,283 shares | Other securities | — | $14K | $794K | 11.7% | |
| Vanguard Target Retirement 2035 32,971 shares | Other securities | — | $33K | $791K | 11.6% | |
| Vanguard Target Retirement 2030 20,566 shares | Other securities | — | $21K | $779K | 11.5% | |
| Vanguard Target Retirement 2060 8,659 shares | Other securities | — | $9K | $444K | 6.5% | |
| Vanguard Target Retirement 2025 23,685 shares | Other securities | — | $24K | $443K | 6.5% | |
| Vanguard Target Retirement 2045 13,635 shares | Other securities | — | $14K | $405K | 6.0% | |
| Fidelity Investments Fidelity 500 Index 1,338 shares | Other securities | — | $1K | $273K | 4.0% | |
| Money Market Account Vanguard Federal Money Market Account 175,228 shares | Cash / Money Market | — | $175K | $175K | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index 3,682 shares | Other securities | — | $4K | $124K | 1.8% | |
| Fidelity Investments Fidelity Large Cap Growth 2,861 shares | Other securities | — | $3K | $112K | 1.7% | |
| Vanguard Target Retirement 2065 3,300 shares | Other securities | — | $3K | $111K | 1.6% | |
| Vanguard Equity-Income Adm 863 shares | Other securities | — | — | $76K | 1.1% | |
| Vanguard Explorer Adm 701 shares | Other securities | — | — | $75K | 1.1% | |
| Maturing September 2025 to May 2029 | Other securities | — | — | $68K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index 1,197 shares | Other securities | — | $1K | $33K | 0.5% | |
| Carillon Family of Funds Mid Cap Growth A 273 shares | Other securities | — | — | $19K | 0.3% | |
| American Funds Europacific Growth R6 148 shares | Mutual Funds | — | — | $8K | 0.1% | |
| PIMCO Income A 39 shares 409 Principal Short-Term Income Inst 596 shares | Other securities | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2020 248 shares | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income 347 shares | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
