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 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Large Cap Growth Index N/A | Mutual Funds | — | — | $3.6M | 21.0% | |
| American Funds American Funds EuroPacific Gr R6 N/A | Other securities | — | — | $1.7M | 10.0% | |
| Fidelity Investments Fidelity Large Cap Value Index N/A | Other securities | — | — | $1.7M | 9.7% | |
| Fidelity Investments Fidelity Mid Cap Index N/A | Other securities | — | — | $1.5M | 8.9% | |
| American Funds American Funds Washington Mutual R6 N/A | Other securities | — | — | $1.4M | 8.3% | |
| Fidelity Investments Fidelity Total Market Index N/A | Other securities | — | — | $1.4M | 7.9% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Gr I N/A | Other securities | — | — | $1.4M | 7.8% | |
| Fidelity Investments Fidelity International Index N/A | Other securities | — | — | $689K | 4.0% | |
| Fidelity Investments Fidelity US Bond Index N/A | Other securities | — | — | $630K | 3.6% | |
| BlackRock Total Return K N/A | Other securities | — | — | $442K | 2.6% | |
| Virtus KAR Small Cap Groth R6 N/A | Other securities | — | — | $423K | 2.4% | |
| BlackRock LifePath Index 2050 K N/A | Other securities | — | — | $372K | 2.1% | |
| * Empower Annuity Insurance Company of America Empower Select Guaranteed Fund N/A | Guaranteed Income / GIC | — | — | $310K | 1.8% | |
| BlackRock LifePath Index 2030 K N/A | Other securities | — | — | $294K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index N/A | Other securities | — | — | $274K | 1.6% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 N/A | Other securities | — | — | $238K | 1.4% | |
| BlackRock LifePath Index 2065 K N/A | Other securities | — | — | $187K | 1.1% | |
| BlackRock LifePath Index Retirement K N/A | Other securities | — | — | $152K | 0.9% | |
| BlackRock LifePath Index 2055 K N/A | Other securities | — | — | $134K | 0.8% | |
| BlackRock LifePath Index 2035 K N/A | Other securities | — | — | $92K | 0.5% | |
| BlackRock LifePath Index 2045 K N/A | Other securities | — | — | $85K | 0.5% | |
| American Century Investments American Century Mid Cap Value R6 N/A | Other securities | — | — | $49K | 0.3% | |
| BlackRock LifePath Index 2040 K N/A | Other securities | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | OTHER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $39K | — |
| WOODBURY FINANCIAL SERVICES INC | — | OAKDALE, MN | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP | — | WEST DES MOINES, IA | CONTRACT ADMIN | $49K | — |
