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 | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 K | Mutual Funds | — | — | $763K | 16.1% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $737K | 15.5% | |
| Empower S&P 500 Index Fund I | Other securities | — | — | $526K | 11.1% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $398K | 8.4% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $390K | 8.2% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $297K | 6.3% | |
| American Funds EuroPacific Growth Fund R6 | Other securities | — | — | $253K | 5.3% | |
| Insurance Company December 31, 2024 | Other securities | — | — | $242K | 5.1% | |
| JP Morgan Core Plus Bond Fund Class R6 | Other securities | — | — | $209K | 4.4% | |
| JP Morgan Value Advantage R6 | Other securities | — | — | $161K | 3.4% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $161K | 3.4% | |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional | Other securities | — | — | $116K | 2.5% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $104K | 2.2% | |
| Empower S&P Small Cap 600 Index Fund Institutional | Other securities | — | — | $73K | 1.5% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $65K | 1.4% | |
| Black Rock LifePath Index 2030 K | Other securities | — | — | $59K | 1.2% | |
| Janus Henderson Investors Triton Fund Class N | Other securities | — | — | $57K | 1.2% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $50K | 1.0% | |
| American Beacon Small Cap Value Institutional Fund | Other securities | — | — | $41K | 0.9% | |
| Empower S&P Mid Cap 400 Index Fund Institutional | Other securities | — | — | $21K | 0.4% | |
| Aberdeen Asset Management Emerging Markets Institutional Fund | Other securities | — | — | $19K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | — | LAKE MARY, FL | CONTRACT ADMIN | $2K | — |
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $75 | — |
