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 | 84-0467907 | — | NONE | $753K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 |
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 | |||||
|---|---|---|---|---|---|---|
| Va ngua rd Ins tituti onal Index I | Other securities | — | — | $98.9M | 12.7% | |
| T. Rowe Pri ce Large Ca p Growth I | Other securities | — | — | $70.0M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 47-1088316 / PN 000 | Common Collective Trust | — | — | $59.3M | 7.6% | |
| T. Rowe Pri ce Reti rement 2050 Trus t F | Other securities | — | — | $59.3M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199848 / PN 000 | Common Collective Trust | — | — | $47.3M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7595013 / PN 000 | Common Collective Trust | — | — | $45.2M | 5.8% | |
| T. Rowe Pri ce Reti rement 2040 Trus t F | Other securities | — | — | $45.2M | 5.8% | |
| T. Rowe Pri ce Reti rement 2055 Trus t F | Other securities | — | — | $40.4M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 36-7594871 / PN 000 | Common Collective Trust | — | — | $40.4M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 37-6495447 / PN 000 | Common Collective Trust | — | — | $39.0M | 5.0% | |
| T. Rowe Pri ce Reti rement 2030 Trus t F | Other securities | — | — | $39.0M | 5.0% | |
| Federa ted Hermes Capi ta l Pres erva ti on Y | Other securities | — | — | $32.4M | 4.2% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 000 | Common Collective Trust | — | — | $32.4M | 4.2% | |
| Va ngua rd Winds or II Fund - Admi ral | Other securities | — | — | $31.6M | 4.1% | |
| T. Rowe Pri ce Reti rement 2035 Trus t F | Other securities | — | — | $31.6M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 32-6199795 / PN 000 | Common Collective Trust | — | — | $31.6M | 4.1% | |
| Dodge & Cox Ba l anced X | Other securities | — | — | $28.7M | 3.7% | |
| T. Rowe Pri ce Reti rement 2025 Trus t F | Other securities | — | — | $27.1M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 30-6303214 / PN 000 | Common Collective Trust | — | — | $27.1M | 3.5% | |
| Amg Times s quare Mid Ca p Growth N | Other securities | — | — | $25.6M | 3.3% | |
| Va ngua rd Tota l Bond Ma rket Index Ins t | Other securities | — | — | $22.3M | 2.9% | |
| Pri ncipa l Sma l ca p Va l ue II R6 | Other securities | — | — | $20.3M | 2.6% | |
| Va ngua rd Tota l Intl Stock Index I | Other securities | — | — | $18.4M | 2.4% | |
| Ameri ca n Funds Europa ci fic GR R6 | Other securities | — | — | $17.8M | 2.3% | |
| T. Rowe Pri ce Reti rement 2060 Trus t F | Other securities | — | — | $16.1M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941728 / PN 000 | Common Collective Trust | — | — | $16.1M | 2.1% | |
| Loomis Sayles Sma l Ca p Growth Ins tl | Other securities | — | — | $15.7M | 2.0% | |
| Va ngua rd Ba l anced Index Fund - Ins tl | Other securities | — | — | $14.5M | 1.9% | |
| Wes tern As s et Core Pl us Bond I | Other securities | — | — | $13.3M | 1.7% | |
| Jhancock Di s ci pli ned Va l ue Mi d Ca p R6 | Other securities | — | — | $12.1M | 1.6% | |
| Dodge & Cox Interna ti ona l Stock X | Other securities | — | — | $11.7M | 1.5% | |
| Va ngua rd Extended Ma rket IDX I | Other securities | — | — | $11.0M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 38-7010946 / PN 000 | Common Collective Trust | — | — | $8.8M | 1.1% | |
| T. Rowe Pri ce Reti rement 2020 Trus t F | Other securities | — | — | $8.8M | 1.1% | |
| Pers ona l Choi ce Reti rement Account | Other securities | — | — | $5.5M | 0.7% | |
| Notes recei va bl e with interes t rates of 4.27% to 10.50% a nd ma turi ty dates through Ja nua ry 2034 | Bonds / Notes | — | — | $5.5M | 0.7% | |
| T. Rowe Pri ce Internati ona l Di s covery | Other securities | — | — | $4.1M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941729 / PN 000 | Common Collective Trust | — | — | $2.5M | 0.3% | |
| T. Rowe Pri ce Reti rement 2015 Trus t F | Other securities | — | — | $2.5M | 0.3% | |
| T. Rowe Pri ce Reti rement 2010 Trus t F | Other securities | — | — | $1.4M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUST · EIN 35-6941654 / PN 000 | Common Collective Trust | — | — | $1.4M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $300 |
| — |
