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 | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $446 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALDER INVESTMENT ADVISORS, INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Investment Services T Rowe Price Retirement 2045 I | Other securities | — | — | $2.5M | 18.3% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2035 I | Other securities | — | — | $2.4M | 17.7% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2055 I | Other securities | — | — | $1.4M | 10.6% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2050 I | Other securities | — | — | $1.2M | 8.7% | |
| Fidelity Institutional Asset Management Fidelity 500 Index | Other securities | — | — | $1.1M | 8.2% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2030 I | Other securities | — | — | $719K | 5.3% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2060 I | Other securities | — | — | $681K | 5.1% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2040 I | Other securities | — | — | $663K | 4.9% | |
| J.P. Morgan and Co. JPMorgan Core Bond R6 | Common Stock | — | — | $604K | 4.5% | |
| Dimensional Fund Advisors, LP DFA US Large Cap Growth Instl | Other securities | — | — | $398K | 3.0% | |
| Fidelity Institutional Asset Management Fidelity Growth Strategies K6 | Other securities | — | — | $365K | 2.7% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2025 I | Other securities | — | — | $208K | 1.5% | |
| BlackRock, Inc. BlackRock Strategic Income Opps K | Common Stock | — | — | $159K | 1.2% | |
| MFS Investment Management MFS International Equity R6 | Other securities | — | — | $145K | 1.1% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | Other securities | — | — | $143K | 1.1% | |
| Participant loans Interest rates range from 5.25% - 9.50% $0 | Bonds / Notes | — | — | $122K | 0.9% | |
| Fidelity Institutional Asset Management Fidelity International Index | Other securities | — | — | $118K | 0.9% | |
| Fidelity Institutional Asset Management Fidelity Mid Cap Index | Other securities | — | — | $104K | 0.8% | |
| T. Rowe Price Investment Services T Rowe Price Retirement 2020 I | Other securities | — | — | $99K | 0.7% | |
| Dimensional Fund Advisors, LP DFA Emerging Market Core Equity I | Other securities | — | — | $82K | 0.6% | |
| Fidelity Institutional Asset Management Fidelity Small Cap Index | Other securities | — | — | $71K | 0.5% | |
| Fidelity Institutional Asset Management Fidelity Low Priced Stock K6 | Other securities | — | — | $68K | 0.5% | |
| Dimensional Fund Advisors, LP DFA US Targeted Value I | Other securities | — | — | $54K | 0.4% | |
| Fidelity Institutional Asset Management Fidelity US Bond Index | Other securities | — | — | $44K | 0.3% | |
| Fidelity Institutional Asset Management Fidelity Small Cap Growth K6 | Other securities | — | — | $36K | 0.3% | |
| Empower Investments EI Fixed Account – Series I * $ | Other securities | — | — | $22K | 0.2% | |
| Empower Investments EI Fixed Account – Series I | Other securities | — | — | $9K | <0.1% | |
| T. Rowe Price Investment Services T Rowe Price Retirement Balanced I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADA, MI |
| INVESTMENT ADVISOR |
| $23K |
| — |
