Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CT | RECORDKEEPER | $10K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $891K | 37.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $731K | 30.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $329K | 13.9% | |
| (1) Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $181K | 7.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $54K | 2.3% | |
| Fidelity International Index Fund Mutual Fund | Other securities | — | — | $48K | 2.0% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | Other securities | — | — | $42K | 1.8% | |
| Vanguard Interm-Term Bond Index Adm Fund Mutual Fund 4 Vanguard Total Bond Market Index Adm Fund Mutual Fund 344 * Empower Fixed Account - Series I Group Annuity Contract | Common Stock | — | — | $24K | 1.0% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $17K | 0.7% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Other securities | — | — | $8K | 0.3% | |
| Putnam Large Cap Value R6 Fund Mutual Fund 804 Undiscovered Mgrs Behavioral Value R6 Fund Mutual Fund | Other securities | — | — | $5K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| JPMorgan Mid Cap Growth R6 Fund Mutual Fund 266 PIMCO Income Instl Fund Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $39 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAMBRIDGE INVESTMENT GROUP |
| — |
| FAIRFIELD, IA |
| INVESTMENT ADVISOR |
| $1K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS, INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $11K | — |
