Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $440 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $2.0M | 25.9% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $1.5M | 19.8% | |
| Fidelity 500 Index | Other securities | — | — | $1.5M | 19.1% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $712K | 9.2% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $323K | 4.2% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $228K | 2.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $208K | 2.7% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $148K | 1.9% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $122K | 1.6% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $120K | 1.5% | |
| Fidelity Total International Index | Other securities | — | — | $109K | 1.4% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $106K | 1.4% | |
| Fidelity Small Cap Index | Other securities | — | — | $103K | 1.3% | |
| Fidelity U.S. Sustainability Index Instl | Other securities | — | — | $100K | 1.3% | |
| Fidelity Mid Cap Index | Other securities | — | — | $92K | 1.2% | |
| MFS Research International R6 | Other securities | — | — | $70K | 0.9% | |
| Empower Annuity Insurance Company of EI Fixed Account - Series Class I | Other securities | — | — | $66K | 0.8% | |
| Fidelity US Bond Index | Other securities | — | — | $54K | 0.7% | |
| Victory RS Global R6 | Other securities | — | — | $33K | 0.4% | |
| Invesco Small Cap Value R6 | Other securities | — | — | $28K | 0.4% | |
| PGIM US Real Estate R6 | Other securities | — | — | $26K | 0.3% | |
| Massmutual Small Cap Growth Equity I | Other securities | — | — | $25K | 0.3% | |
| American Funds Bond Fund of Amer R6 | Other securities | — | — | $22K | 0.3% | |
| American Funds Inflation Linked BD R6 | Other securities | — | — | $16K | 0.2% | |
| Clearbridge Select IS | Other securities | — | — | $10K | 0.1% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SIMI VALLEY, CA |
| INVESTMENT ADVISOR |
| $20K |
| — |
