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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Balanced R6 Registered Investment Company | Other securities | — | — | $3.0M | 43.7% | |
| Blackrock Global Allocation K Registered Investment Company | Other securities | — | — | $937K | 13.8% | |
| Fidelity 500 Index Registered Investment Company | Other securities | — | — | $838K | 12.3% | |
| American Century Mid Cap Value R6 Registered Investment Company | Other securities | — | — | $518K | 7.6% | |
| American Funds American Mutual R6 Registered Investment Company | Other securities | — | — | $346K | 5.1% | |
| Fidelity Global Ex Us Index Registered Investment Company | Other securities | — | — | $216K | 3.2% | |
| John Hankcock Multimanager Lifestyle Growth R6 Registered Investment Company | Other securities | — | — | $155K | 2.3% | |
| maturing through May 2048 - | Other securities | — | — | $131K | 1.9% | |
| John Hankcock Multimanager Lifestyle Aggressive R6 Registered Investment Company | Other securities | — | — | $84K | 1.2% | |
| Allspring Core Plus Bond R6 Registered Investment Company | Other securities | — | — | $78K | 1.1% | |
| American Fund New World Fund R4 Registered Investment Company | Other securities | — | — | $70K | 1.0% | |
| Invesco Real Estate R6 Registered Investment Company | Other securities | — | — | $48K | 0.7% | |
| American Funds Bond Fund Of Amer R6 Registered Investment Company | Other securities | — | — | $46K | 0.7% | |
| Columbia Us Treasury Index Instl 2 Registered Investment Company | U.S. Treasuries | — | — | $46K | 0.7% | |
| John Hankcock Multimanager Lifestyle Conservative R6 Registered Investment Company | Other securities | — | — | $44K | 0.6% | |
| American Century Ultra R6 Registered Investment Company | Other securities | — | — | $41K | 0.6% | |
| John Hankcock Multimanager Lifestyle Moderate R6 Registered Investment Company | Other securities | — | — | $38K | 0.6% | |
| Franklin Small-Mid Cap Growth R6 Registered Investment Company | Other securities | — | — | $31K | 0.5% | |
| Blackrock Inflation Prted Bd Blackrock K Registered Investment Company | Other securities | — | — | $29K | 0.4% | |
| Invesco Balanced-Risk Cmdty Strat R5 Registered Investment Company | Other securities | — | — | $29K | 0.4% | |
| Franklin Small Cap Value R6 Registered Investment Company | Other securities | — | — | $28K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | Other securities | — | — | $27K | 0.4% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract - | Stable Value | — | — | $26K | 0.4% | |
| American Funds Capital World Bond R6 Registered Investment Company | Other securities | — | — | $13K | 0.2% | |
| Allspring Diversified Income Builder R6 Registered Investment Company | Other securities | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $18K |
| — |
