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 | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $300K | 40.2% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $179K | 24.0% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $60K | 8.0% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $45K | 6.0% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $35K | 4.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $31K | 4.2% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $30K | 4.1% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $20K | 2.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $18K | 2.4% | |
| Participant Loans - 10.00% to 10.50% | Bonds / Notes | — | — | $12K | 1.6% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Registered Investment company - Mutual Fund N/A | Other securities | — | — | $7K | 1.0% | |
| EI FIXED ACCOUNT - SERIES CLASS II Insurance Company General Account N/A | Other securities | — | — | $6K | 0.7% | |
| STATE STREET HEDGED INTL DEV EQ IDX K Registered Investment company - Mutual Fund N/A | Other securities | — | — | $2K | 0.2% | |
| FIDELITY SMALL CAP INDEX Registered Investment company - Mutual Fund N/A 195 PIMCO COMMODITY REAL RET STRAT INSTL Registered Investment company - Mutual Fund N/A 98 STATE STREET AGGREGATE BOND INDEX K Registered Investment company - Mutual Fund N/A | Other securities | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $291 | — |
