Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L M KOHN & COMPANY | — | CINCINNATI, OH | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $2.2M | 10.1% | |
| Vanguard Retirement 2025 Inv | Other securities | — | — | $1.8M | 8.0% | |
| Vanguard Growth Index Adm | Other securities | — | — | $1.6M | 7.4% | |
| Vanguard Information Technology Idx Adm | Other securities | — | — | $1.5M | 6.7% | |
| T. Rowe T. Rowe Price Blue Chip Growth | Other securities | — | — | $1.4M | 6.4% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $1.3M | 5.8% | |
| Vanguard Retirement 2040 Inv | Other securities | — | — | $1.3M | 5.7% | |
| Vanguard Retirement 2030 Inv | Other securities | — | — | $1.3M | 5.7% | |
| Vanguard Retirement 2045 Inv | Other securities | — | — | $1.1M | 5.0% | |
| Vanguard Retirement 2035 Inv | Other securities | — | — | $1.1M | 4.8% | |
| Vanguard Small Cap Index Adam | Other securities | — | — | $783K | 3.5% | |
| Janus Henderson Janus Henderson Enterprise Fund I | Other securities | — | — | $778K | 3.5% | |
| Vanguard Balanced Index Adm | Other securities | — | — | $646K | 2.9% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $632K | 2.8% | |
| Vanguard Retirement 2060 Inv | Other securities | — | — | $557K | 2.5% | |
| Vanguard Mid Cap Index Fund—Admiral | Other securities | — | — | $552K | 2.5% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $537K | 2.4% | |
| BlackRock Health Sciences Opps Inst | Other securities | — | — | $437K | 2.0% | |
| Vanguard Value Index Adm | Other securities | — | — | $434K | 2.0% | |
| Vanguard Wellesley Income Adm | Other securities | — | — | $433K | 2.0% | |
| Vanguard Retirement 2055 Inv | Other securities | — | — | $350K | 1.6% | |
| Vanguard Real Estate Index Adm | Other securities | — | — | $291K | 1.3% | |
| Vanguard American Fund Intl Gr and Inc R6 | Common Stock | — | — | $284K | 1.3% | |
| Vanguard Retirement 2050 Inv | Other securities | — | — | $275K | 1.2% | |
| Empower Fixed income account—Guaranteed Investment Contract | Stable Value | — | — | $260K | 1.2% | |
| EMPOWER ANNUITY INSURANCE CO OF AM EMPOWER ANNUITY INSURANCE CO OF AM · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $260K | 1.2% | |
| maturing through November 2028 | Other securities | — | — | $113K | 0.5% | |
| Vanguard Retirement 2020 Inv | Other securities | — | — | $104K | 0.5% | |
| Vanguard Lifestrategy Growth Inv | Other securities | — | — | $86K | 0.4% | |
| Vanguard Retirement 2065 Inv | Other securities | — | — | $37K | 0.2% | |
| Vanguard Total Intl Bd Idx Admiral | Other securities | — | — | $36K | 0.2% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $15K | <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 |
|---|---|---|---|---|---|
| PARADIGM BENEFITS LLC | — | WAVERLY, IA | CONTRACT ADMIN | $12K | — |
