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 | 84-0467907 | — | NONE | $362K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | 35-2467663 | — | NONE | $59K | — |
| QDRO CONSULTANTS COMPANY, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2050 | Other securities | — | — | $101.3M | 25.4% | |
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $101.3M | 25.4% | |
| BLACROCK EQUITY INDEX T BLACKROCK FUNDS · EIN 94-3291426 / PN 000 | Common Collective Trust | — | — | $65.5M | 16.4% | |
| JP Morgan Smart Retirement 2040 | Other securities | — | — | $52.9M | 13.2% | |
| JPMCB SMARTRETIREMENT PASV BLND 204 JP MORGAN FUNDS · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $52.9M | 13.2% | |
| JP Morgan Smart Retirement 2030 | Other securities | — | — | $37.4M | 9.4% | |
| JPMCB SMARTRETIREMENT PASV BLND 203 JP MORGAN FUNDS · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $37.4M | 9.4% | |
| JP Morgan Smart Retirement 2045 | Other securities | — | — | $26.4M | 6.6% | |
| JPMCB SMARTRETIREMENT PASV BLND 204 JP MORGAN FUNDS · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $26.4M | 6.6% | |
| JP Morgan Smart Retirement 2035 | Other securities | — | — | $21.1M | 5.3% | |
| JPMCB SMARTRETIREMENT PASV BLND 203 JP MORGAN FUNDS · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $21.1M | 5.3% | |
| JP Morgan Smart Retirement 2025 | Other securities | — | — | $14.8M | 3.7% | |
| JPMCB SMARTRETIREMENT PASV BLND 202 JP MORGAN FUNDS · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $14.8M | 3.7% | |
| Fidelity Mid Capitalization Index | Other securities | — | — | $11.1M | 2.8% | |
| JP Morgan Smart Retirement 2020 | Other securities | — | — | $10.5M | 2.6% | |
| JPMCB SMARTRETIREMENT PASV BLND 202 JP MORGAN FUNDS · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.6% | |
| JP Morgan Smart Retirement Income | Other securities | — | — | $10.2M | 2.6% | |
| JPMCB SMARTRETIREMENT PASV BLND INC JP MORGAN FUNDS · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $10.2M | 2.6% | |
| JP Morgan Smart Retirement 2055 | Other securities | — | — | $8.8M | 2.2% | |
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.2% | |
| JP Morgan Smart Retirement 2060 | Other securities | — | — | $8.7M | 2.2% | |
| JPMCB SMARTRETIREMENT PASV BLND 206 JP MORGAN FUNDS · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $8.7M | 2.2% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $8.0M | 2.0% | |
| Participant loans Interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $5.9M | 1.5% | |
| BLACKROCK RUSSELL 2000 INDEX T BLACKROCK FUNDS · EIN 94-3380069 / PN 000 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| LORD ABBETT TOTAL RETURN TRUST II B GREAT GRAY · EIN 82-1151625 / PN 000 | Common Collective Trust | — | — | $4.2M | 1.0% | |
| Vanguard Developed Markets Index | Other securities | — | — | $3.0M | 0.7% | |
| Principal Diversified Real Asset | Other securities | — | — | $1.8M | 0.4% | |
| JP Morgan Smart Retirement 2065 | Other securities | — | — | $1.8M | 0.4% | |
| JPMCB SMARTRETIREMENT PASV BLND 206 JP MORGAN FUNDS · EIN 92-0285683 / PN 000 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| DFA Emerging Markets Core Equity | Other securities | — | — | $1.3M | 0.3% | |
| DFA World Ex US Government Fixed | Other securities | — | — | $888K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 34-1820650 |
| — |
| NONE |
| $600 |
| — |
