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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2045 INSTL PREM 60,320 | Other securities | — | — | $1.6M | 17.2% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM 54,606 | Other securities | — | — | $1.3M | 14.0% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM 33,850 | Other securities | — | — | $833K | 9.1% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM 25,871 | Other securities | — | — | $672K | 7.4% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM 25,698 | Other securities | — | — | $518K | 5.7% | |
| FIDELITY BLUE CHIP GROWTH FUND INV 2,233 | Other securities | — | — | $507K | 5.6% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM 23,012 | Other securities | — | — | $492K | 5.4% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM 25,259 | Other securities | — | — | $457K | 5.0% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM 19,630 | Other securities | — | — | $365K | 4.0% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM 26,097 | Common Stock | — | — | $305K | 3.3% | |
| HARTFORD DIVIDEND AND GROWTH R6 7,963 | Other securities | — | — | $275K | 3.0% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM 14,344 | Other securities | — | — | $210K | 2.3% | |
| MFS MID CAP VALUE R6 5,796 | Other securities | — | — | $184K | 2.0% | |
| JPMORGAN MID CAP GROWTH R6 3,366 | Other securities | — | — | $174K | 1.9% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM 10,613 | Other securities | — | — | $167K | 1.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.16% to 9.50%, with maturities through July 2031 0 | Bonds / Notes | — | — | $164K | 1.8% | |
| FIDELITY 500 INDEX 753 | Other securities | — | — | $154K | 1.7% | |
| FIDELITY INTL CPTL APPREC K6 9,120 | Other securities | — | — | $147K | 1.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 2,299 | Other securities | — | — | $143K | 1.6% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 2,319 | Other securities | — | — | $120K | 1.3% | |
| REGISTERED INVESTMENT COMPANIES AB SMALL CAP GROWTH Z 1,497 | Other securities | — | — | $111K | 1.2% | |
| FIDELITY MID CAP INDEX 1,793 | Other securities | — | — | $61K | 0.7% | |
| FIDELITY FREEDOM INDEX 2015 INSTL PREM 2,889 | Other securities | — | — | $41K | 0.5% | |
| JANUS HENDERSON BALANCED I 716 | Other securities | — | — | $33K | 0.4% | |
| FIDELITY SMALL CAP INDEX 915 | Other securities | — | — | $25K | 0.3% | |
| EI Fixed Account - Series Class VI | Other securities | — | — | $25K | 0.3% | |
| GOLDMAN SACHS INTL EQ INSGHTS R6 1,568 | Other securities | — | — | $22K | 0.2% | |
| PIMCO DIVERSIFIED INC INSTL 2,169 | Common Stock | — | — | $21K | 0.2% | |
| JPMORGAN CORE BOND R4 1,617 | Other securities | — | — | $16K | 0.2% | |
| FIDELITY US BOND INDEX 1,203 | Other securities | — | — | $12K | 0.1% | |
| PGIM HIGH YIELD Z 2,495 | Other securities | — | — | $12K | 0.1% | |
| LOOMIS SAYLES GLOBAL ALLOCATION Y 186 | Other securities | — | — | $5K | <0.1% | |
| MACQUARIE SYSTEMATIC EMERG MKTS EQ INST 215 | Other securities | — | — | $4K | <0.1% | |
| FIDELITY INTERNATIONAL INDEX 30 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
