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 | $54K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $48K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $9.8M | 14.5% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $8.6M | 12.7% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $5.7M | 8.5% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $5.3M | 7.9% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $4.6M | 6.8% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $3.9M | 5.7% | |
| Fidelity US Bond Index | Other securities | — | — | $3.7M | 5.5% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $3.6M | 5.4% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $3.5M | 5.2% | |
| American Funds American Funds EuroPacific Growth Fund | Other securities | — | — | $3.3M | 5.0% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $3.1M | 4.6% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $3.0M | 4.4% | |
| Vanguard Mid Cap Index I | Other securities | — | — | $2.4M | 3.6% | |
| Vanguard Small Cap Index I | Other securities | — | — | $2.0M | 2.9% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $1.2M | 1.8% | |
| JPMorgan Chase JPMorgan Core Bond Fund | Other securities | — | — | $974K | 1.4% | |
| Vanguard Stable Value Fund | Other securities | — | — | $657K | 1.0% | |
| VANGUARD RETIREMENT SAVINGS TRST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $657K | 1.0% | |
| Vanguard Retirement Income Fund | Other securities | — | — | $635K | 0.9% | |
| Participants Participant Loans 4.25% to 9.50%, with Various Maturities - | Bonds / Notes | — | — | $596K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $305K | 0.5% | |
| T. Rowe Price T. Rowe Price International Discovery Fund | Other securities | — | — | $290K | 0.4% | |
| Empower Self-Directed Brokerage Account | Other securities | — | — | $145K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
