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 | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GoalPath 2030 Conservative Portfolio Collective trust funds | Common Collective Trusts | — | — | $6.9M | 23.9% | |
| GoalPath 2020 Conservative Portfolio Collective trust funds | Common Collective Trusts | — | — | $5.5M | 18.9% | |
| GoalPath 2040 Conservative Portfolio Collective trust funds | Common Collective Trusts | — | — | $4.7M | 16.3% | |
| GoalPath 2030 Moderate Portfolio Collective trust funds | Common Collective Trusts | — | — | $2.5M | 8.5% | |
| GoalPath 2050 Conservative Portfolio Collective trust funds | Common Collective Trusts | — | — | $2.0M | 6.8% | |
| GoalPath 2030 Aggressive Portfolio Collective trust funds | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| GoalPath 2040 Aggressive Portfolio Collective trust funds | Common Collective Trusts | — | — | $847K | 2.9% | |
| GoalPath 2050 Moderate Portfolio Collective trust funds | Common Collective Trusts | — | — | $776K | 2.7% | |
| Vanguard 500 Index Mutual funds | Other securities | — | — | $762K | 2.6% | |
| Vanguard Federal Money Market Mutual funds | Cash / Money Market | — | — | $506K | 1.7% | |
| iShares U.S. Aggregate Bond Index Mutual funds | Other securities | — | — | $489K | 1.7% | |
| TIAA-CREF International Equity Index Mutual funds | Other securities | — | — | $487K | 1.7% | |
| GoalPath 2040 Moderate Portfolio Collective trust funds | Common Collective Trusts | — | — | $444K | 1.5% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% - 9.50% | Bonds / Notes | — | — | $378K | 1.3% | |
| iShares Russell Mid-Cap Index Mutual funds | Other securities | — | — | $284K | 1.0% | |
| GoalPath 2060 Conservative Portfolio Collective trust funds | Common Collective Trusts | — | — | $269K | 0.9% | |
| DFA US Large Cap Growth Mutual funds | Other securities | — | — | $253K | 0.9% | |
| DFA US Large Cap Value Mutual funds | Other securities | — | — | $207K | 0.7% | |
| GoalPath 2050 Aggressive Portfolio Collective trust funds | Common Collective Trusts | — | — | $201K | 0.7% | |
| iShares Russell 2000 Small-Cap Index Mutual funds | Other securities | — | — | $120K | 0.4% | |
| DFA Selectively Hedged Global Equity Mutual funds | Other securities | — | — | $76K | 0.3% | |
| DFA Selectively Hedged Global F/II Mutual funds | Other securities | — | — | $68K | 0.2% | |
| DFA Inflation-Protected Securities Mutual funds | Other securities | — | — | $51K | 0.2% | |
| DFA US Small Cap Growth Mutual funds | Other securities | — | — | $30K | 0.1% | |
| DFA US Small Cap Value Mutual funds | Other securities | — | — | $28K | <0.1% | |
| GoalPath 2060 Moderate Portfolio Collective trust funds | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $53K |
| — |
