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 | $148K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Jennison Growth Z | Other securities | — | — | $30.4M | 15.5% | |
| Fidelity 500 Index | Other securities | — | — | $26.2M | 13.4% | |
| Vanguard Equity Income Admiral | Other securities | — | — | $16.8M | 8.6% | |
| Fully Benefit-Responsive Insurance Contract * Empower Annuity Insurance Company of America Guaranteed Income Fund | Other securities | — | — | $15.0M | 7.7% | |
| Hartford International Opps R6 | Other securities | — | — | $10.1M | 5.1% | |
| Amer Funds Amer Funds 2030 Target R6 | Other securities | — | — | $9.7M | 5.0% | |
| Amer Funds Amer Funds 2035 Target R6 | Other securities | — | — | $9.0M | 4.6% | |
| Vanguard Developing Markets Index Admiral | Other securities | — | — | $6.2M | 3.2% | |
| Amer Funds Amer Funds 2045 Target R6 | Other securities | — | — | $6.0M | 3.0% | |
| Fidelity Total Bond K6 | Other securities | — | — | $6.0M | 3.0% | |
| Allspring SP SC Val R6 | Other securities | — | — | $5.6M | 2.9% | |
| Amer Funds Amer Funds 2040 Target R6 | Other securities | — | — | $5.4M | 2.8% | |
| Janus Janu Hen Enterprise N | Other securities | — | — | $4.9M | 2.5% | |
| Amer Funds Amer Funds 2050 Target R6 | Other securities | — | — | $4.9M | 2.5% | |
| AllianceBernstein LP AB Small Cap Growth Z | Other securities | — | — | $4.5M | 2.3% | |
| Fidelity US Bond Index | Other securities | — | — | $4.2M | 2.2% | |
| Fidelity Management & Research Company LLC Fidelity Mid Cap Index | Other securities | — | — | $4.2M | 2.2% | |
| Allspring Special MCV R6 | Other securities | — | — | $3.9M | 2.0% | |
| Amer Funds Amer Funds 2020 Target R6 | Other securities | — | — | $3.9M | 2.0% | |
| Amer Funds Amer Funds 2055 Target R6 | Other securities | — | — | $3.5M | 1.8% | |
| Fidelity Management & Research Company LLC Fidelity Small Cap Index | Other securities | — | — | $3.5M | 1.8% | |
| Amer Funds Amer Funds 2025 Target R6 | Other securities | — | — | $3.3M | 1.7% | |
| Vanguard Treasury Money Mark Inv | Other securities | — | — | $2.1M | 1.1% | |
| JP Morgan JP Morgan High Yield Bon R6 | Other securities | — | — | $1.2M | 0.6% | |
| Amer Funds Amer 2060 TGT Date Ret R6 | Other securities | — | — | $1.1M | 0.6% | |
| Amer Funds Amer Funds 2015 Target R6 | Other securities | — | — | $905K | 0.5% | |
| JP Morgan JP Morgan Government Bond I | Mutual Funds | — | — | $747K | 0.4% | |
| Amer Funds Amer Funds 2010 Target R6 | Other securities | — | — | $425K | 0.2% | |
| American Funds American 2065 TGT Ret R-6 | Other securities | — | — | $325K | 0.2% | |
| Self-Directed Brokerage Accounts Mutual funds and common stocks | Common Stock | — | — | $247K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&M HOLDING GROUP LLP DBA PLANTE & | — | DETROIT, MI | AUDITOR | $33K | — |
| SIKICH CPA LLC | — | ALEXANDRIA, VA | AUDITOR | $14K | — |
