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 | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Funds Mutual funds | Other securities | — | — | $581K | 19.7% | |
| American Funds 2060 Target Date Funds Mutual funds | Other securities | — | — | $401K | 13.6% | |
| American Funds 2055 Target Date Funds Mutual funds | Other securities | — | — | $353K | 12.0% | |
| Fidelity 500 Index Mutual funds | Other securities | — | — | $323K | 10.9% | |
| American Funds 2050 Target Date Funds Mutual funds | Other securities | — | — | $252K | 8.5% | |
| Fidelity International Index Mutual funds | Other securities | — | — | $131K | 4.4% | |
| American Funds 2040 Target Date Funds Mutual funds | Other securities | — | — | $126K | 4.3% | |
| American Funds 2030 Target Date Funds Mutual funds | Other securities | — | — | $124K | 4.2% | |
| American Funds New Perspective Mutual funds | Other securities | — | — | $96K | 3.3% | |
| JPMorgan Core Bond R6 Mutual funds | Other securities | — | — | $80K | 2.7% | |
| Ishares Russell 200 Small-Cap Index K Mutual funds | Other securities | — | — | $65K | 2.2% | |
| Putnam Large Cap Value R6 Mutual funds | Other securities | — | — | $57K | 1.9% | |
| JPMorgan Emerging Markets Equity R6 Mutual funds | Other securities | — | — | $54K | 1.8% | |
| Key Guranteed Portfolio Funds Fixed Annuity | Other securities | — | — | $48K | 1.6% | |
| American Funds Europacific Mutual funds | Other securities | — | — | $41K | 1.4% | |
| Participant Loans Participant Loans (4.25-9.50%) | Bonds / Notes | — | — | $41K | 1.4% | |
| American Century Mid Cap Value R6 Mutual funds | Other securities | — | — | $40K | 1.3% | |
| American Funds 2035 Target Date Funds Mutual funds | Other securities | — | — | $36K | 1.2% | |
| American Century Real Estate R6 Mutual funds | Other securities | — | — | $22K | 0.7% | |
| MFS Mid Cap Growth R6 Mutual funds | Other securities | — | — | $19K | 0.6% | |
| Franklin Dynatech R6 Mutual funds | Other securities | — | — | $18K | 0.6% | |
| Franklin Small Cap Value R6 Mutual funds | Other securities | — | — | $15K | 0.5% | |
| PGIM High Yield R6 Mutual funds | Other securities | — | — | $11K | 0.4% | |
| Janus Henderson Triton N Mutual funds | Other securities | — | — | $9K | 0.3% | |
| American Funds American Balanced Mutual funds | Other securities | — | — | $7K | 0.3% | |
| party maturity value Cost Current Value AB Global Bond Z Mutual funds | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERSEY CITY, NJ |
| BROKER/ADVISER |
| $0 |
| — |
