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 | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Retirement Fund | Other securities | — | — | $378K | 12.7% | |
| American Funds 2040 Retirement Fund | Other securities | — | — | $354K | 11.9% | |
| American Funds 2030 Retirement Fund | Other securities | — | — | $352K | 11.8% | |
| American Funds 2035 Retirement Fund | Other securities | — | — | $301K | 10.1% | |
| Fixed Account - Series Class II | Other securities | — | — | $269K | 9.0% | |
| Fidelity 500 Index | Other securities | — | — | $222K | 7.4% | |
| Putnam Large Cap Growth | Other securities | — | — | $214K | 7.2% | |
| American Funds 2050 Retirement Fund | Other securities | — | — | $165K | 5.5% | |
| Empower Trust Company, LLC Fidelity Mid Cap Index | Other securities | — | — | $120K | 4.0% | |
| American Funds 2065 Retirement Fund | Other securities | — | — | $107K | 3.6% | |
| American Funds 2055 Retirement Fund | Other securities | — | — | $104K | 3.5% | |
| American Funds 2015 Retirement Fund | Other securities | — | — | $98K | 3.3% | |
| Putnam Small Cap Growth | Other securities | — | — | $79K | 2.7% | |
| American Funds 2060 Retirement Fund | Other securities | — | — | $77K | 2.6% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 4.60 to 9.50 percent - | Other securities | — | — | $45K | 1.5% | |
| American Funds 2020 Retirement Fund | Other securities | — | — | $22K | 0.8% | |
| American Funds 2025 Retirement Fund | Other securities | — | — | $21K | 0.7% | |
| Putnam Large Cap Value | Other securities | — | — | $13K | 0.4% | |
| DFA US Targeted Value * 583 Fidelity Small Cap Index | Other securities | — | — | $8K | 0.3% | |
| American Funds 2010 Retirement Fund | Other securities | — | — | $6K | 0.2% | |
| MFS International Growth | Other securities | — | — | $5K | 0.2% | |
| Fidelity International Index | Other securities | — | — | $5K | 0.2% | |
| Fidelity Inflation Protected Bond Index | Other securities | — | — | $4K | 0.1% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $3K | 0.1% | |
| Fidelity US Bond Index | Other securities | — | — | $2K | <0.1% | |
| American Century Mid Cap Value Fund | 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.
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
| PURSHE KAPLAN STERLING INV INC | — | ALBANY, NY | BROKER/ADVISER | $0 | — |
