Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INV MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2045 J Common/Collective Trust | Common Collective Trusts | — | — | $950K | 18.7% | |
| FIDELITY 500 INDEX Registered Investment Company | Other securities | — | — | $744K | 14.6% | |
| NUVEEN LIFECYCLE INDEX 2050 J Common/Collective Trust | Common Collective Trusts | — | — | $666K | 13.1% | |
| NUVEEN LIFECYCLE INDEX 2060 J Common/Collective Trust | Common Collective Trusts | — | — | $541K | 10.6% | |
| NUVEEN LIFECYCLE INDEX 2055 J Common/Collective Trust | Common Collective Trusts | — | — | $358K | 7.0% | |
| NUVEEN LIFECYCLE INDEX 2040 J Common/Collective Trust | Common Collective Trusts | — | — | $343K | 6.8% | |
| NUVEEN LIFECYCLE INDEX 2035 J Common/Collective Trust | Common Collective Trusts | — | — | $266K | 5.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J Common/Collective Trust | Common Collective Trusts | — | — | $189K | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2025 J Common/Collective Trust | Common Collective Trusts | — | — | $144K | 2.8% | |
| FIDELITY US BOND INDEX Registered Investment Company | Other securities | — | — | $129K | 2.5% | |
| FIDELITY ADVISOR EQUITY GROWTH Z Registered Investment Company | Other securities | — | — | $112K | 2.2% | |
| NUVEEN LIFECYCLE INDEX 2065 J Common/Collective Trust | Common Collective Trusts | — | — | $88K | 1.7% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Other securities | — | — | $81K | 1.6% | |
| Registered Investment Companies FIDELITY INTERNATIONAL INDEX Registered Investment Company | Other securities | — | — | $81K | 1.6% | |
| FIDELITY ADVISOR STRATEGIC INCOME I Registered Investment Company | Other securities | — | — | $68K | 1.3% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R6 Registered Investment Company | Other securities | — | — | $59K | 1.2% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Other securities | — | — | $57K | 1.1% | |
| Participant Loans Interest rate at (9.50%) $0 | Bonds / Notes | — | — | $47K | 0.9% | |
| Fully Benefit-responsive Contract * KEY GUARANTEED PORTFOLIO FUND Fully Benefit-responsive Contract | Other securities | — | — | $39K | 0.8% | |
| NUVEEN MID CAP VALUE FUND I Registered Investment Company | Other securities | — | — | $28K | 0.6% | |
| PGIM US REAL ESTATE R6 Registered Investment Company | Other securities | — | — | $27K | 0.5% | |
| INVESCO SMALL CAP VALUE Y Registered Investment Company | Other securities | — | — | $20K | 0.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Registered Investment Company | Other securities | — | — | $17K | 0.3% | |
| JPMORGAN U.S. VALUE R6 Registered Investment Company | Other securities | — | — | $16K | 0.3% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Registered Investment Company | Other securities | — | — | $8K | 0.2% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | Other securities | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMA SECURITIES LLC | — | NEW YORK, NY | INV ADVISOR | $8K | — |
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS | — | SAN DIEGO, CA | CONTRACT ADMIN | $3K | — |
