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 | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $895 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $1.3M | 40.5% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $633K | 20.2% | |
| Fidelity 500 Index | Other securities | — | — | $369K | 11.8% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $348K | 11.1% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $202K | 6.4% | |
| Fidelity Small Cap Index | Other securities | — | — | $63K | 2.0% | |
| Fidelity Mid Cap Index | Other securities | — | — | $47K | 1.5% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $24K | 0.8% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $23K | 0.7% | |
| American Funds American Funds EuroPacific Gr R6 | Other securities | — | — | $22K | 0.7% | |
| Great Gray Trust Company Large Cap Growth Fund III Class R1 807 JPMorgan Equity Income R6 | Other securities | — | — | $21K | 0.7% | |
| American Funds American Funds American Balanced R6 | Other securities | — | — | $20K | 0.6% | |
| Western Asset Western Asset Core Plus Bond IS | Other securities | — | — | $20K | 0.6% | |
| Fidelity Real Estate Index | Other securities | — | — | $15K | 0.5% | |
| American Funds American Funds New World R6 | Other securities | — | — | $14K | 0.5% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $12K | 0.4% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $8K | 0.2% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $7K | 0.2% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $7K | 0.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $6K | 0.2% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $807 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| IMA ADVISORY SERVICES INC |
| — |
| WICHITA, KS |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENTAL HEALTH ASSOCIATION OF SOUTH | — | WICHITA, KS | OTHER | $7K | — |
