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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Investment Account Guaranteed Investment Contract | Stable Value | — | — | $5.9M | 20.9% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.3M | 15.1% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund | Other securities | — | — | $2.4M | 8.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.0M | 7.2% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.3% | |
| Invesco Discovery Fund Mutual Fund | Other securities | — | — | $1.2M | 4.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.5% | |
| PGIM TOTAL RETURN BOND R6 PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $965K | 3.4% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Other securities | — | — | $892K | 3.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $863K | 3.0% | |
| American Beacon Small Cap Value Fund Mutual Fund | Other securities | — | — | $698K | 2.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Other securities | — | — | $694K | 2.4% | |
| DFA EMERGING MARKETS CORE EQUITY I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $514K | 1.8% | |
| Putnam Large Cap Value Fund Mutual Fund | Other securities | — | — | $476K | 1.7% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $454K | 1.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $292K | 1.0% | |
| Participant loans 9.50% $0 | Bonds / Notes | — | — | $269K | 0.9% | |
| American Funds Erpcfc Grwth R6 Pooled Separate Account | Other securities | — | — | $258K | 0.9% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $258K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Other securities | — | — | $197K | 0.7% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $143K | 0.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $54K | 0.2% | |
| GOLDMAN SACHS INTL SM CP INSGHTS R6 GOLDMAN SACHS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $40K | 0.1% |
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 |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | CONTRACT ADMIN | $3K | — |
