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 | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 INSTL PREM | Other securities | — | — | $1.8M | 16.6% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $1.8M | 16.3% | |
| TRADEMARK TACTICAL MULTIFACTOR R BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 069 | Common Collective Trust | — | — | $1.4M | 12.6% | |
| Alger Capital Appreciation INSTL I | Other securities | — | — | $1.3M | 12.4% | |
| DFA International Small Company I | Other securities | — | — | $846K | 7.9% | |
| Columbia Total Return Bond ADV | Other securities | — | — | $566K | 5.3% | |
| Invesco Developing Market Y | Other securities | — | — | $357K | 3.3% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $303K | 2.8% | |
| Fidelity Freedom Index 2050 INSTL PREM | Other securities | — | — | $275K | 2.6% | |
| Nuveen Dividend Value I | Other securities | — | — | $264K | 2.5% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $234K | 2.2% | |
| Blackrock High Yield Bond INSTL | Other securities | — | — | $232K | 2.2% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $230K | 2.1% | |
| TRADEMARK TACTICAL MULTIFACTOR CONS BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 067 | Common Collective Trust | — | — | $176K | 1.6% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $169K | 1.6% | |
| Vanguard Short-Term Investment - Grade Adm | Other securities | — | — | $136K | 1.3% | |
| Notes Receivable from Participants | Other securities | — | — | $127K | 1.2% | |
| Clearbridge Small Cap Growth I | Other securities | — | — | $126K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $116K | 1.1% | |
| Fidelity GNMA Fund | Agency / Mortgage-Backed | — | — | $108K | 1.0% | |
| Jhancock Disciplined Value Mid Cap I | Other securities | — | — | $88K | 0.8% | |
| Vanguard Health Care ADM | Other securities | — | — | $76K | 0.7% | |
| Fidelity Freedom Index 2060 INSTL PREM | Other securities | — | — | $53K | 0.5% | |
| Western Asset Inflation IDX Plus BD FD I | Other securities | — | — | $24K | 0.2% | |
| Delaware Small Cap Value INSTL | Other securities | — | — | $20K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| IFP ADVISORS INC DBA INDEPENDENT FI | — | TAMPA, FL | INVESTMENT ADVISOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT INC | — | APPLETON, WI | OTHER | $4K | — |
