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 | $112K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Fund Mutual Fund NR | Other securities | — | — | $4.2M | 13.3% | |
| Calvert US Large Cap Core Responsible Fund Mutual Fund NR | Other securities | — | — | $3.7M | 11.6% | |
| Guaranteed Investment Fund (at * Guaranteed Interest Account contract value) NR | Other securities | — | — | $3.5M | 10.9% | |
| MASSMUTUAL DISCIPLINED GR R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.0M | 9.3% | |
| JPMorgan Large Cap Growth Fund Mutual Fund NR | Other securities | — | — | $2.4M | 7.4% | |
| MASSMUTUAL DIVERSIFIED VALUE R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.3M | 7.3% | |
| American Funds Moderate Growth and Income Portfolio Mutual Fund NR | Other securities | — | — | $1.8M | 5.6% | |
| MassMutual Small Cap Opportunities Fund Mutual Fund NR | Other securities | — | — | $1.8M | 5.6% | |
| American Century Focused Global Growth Fund Mutual Fund NR | Other securities | — | — | $1.5M | 4.8% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.7% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $865K | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $762K | 2.4% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $690K | 2.2% | |
| INVESCO SMALL CAP GROWTH R5 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $669K | 2.1% | |
| Brandes Core Plus Fixed Income Fund Mutual Fund NR | Other securities | — | — | $640K | 2.0% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $510K | 1.6% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $497K | 1.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $401K | 1.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $277K | 0.9% | |
| Nuveen Strategic Income Fund Mutual Fund NR | Other securities | — | — | $221K | 0.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $217K | 0.7% | |
| DFA Emerging Markets Core Equity Portfolio Mutual Fund NR | Other securities | — | — | $178K | 0.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $172K | 0.5% | |
| Macquarie Mid Cap Growth Institutional Fund Mutual Fund NR | Other securities | — | — | $165K | 0.5% | |
| Various, bearing interest at * Participant loans 4.25% - 9.25% - | Bonds / Notes | — | — | $53K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund NR | Other securities | — | — | $33K | 0.1% | |
| ClearBridge Appreciation Fund Class A Mutual Fund NR | Other securities | — | — | $30K | <0.1% | |
| Western Asset Income Fund Mutual Fund NR | Other securities | — | — | $6K | <0.1% | |
| MASSMUTUAL US GOVT MONEY MARKET R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS R6 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PRIVATE ADVISORS GROUP, LLC | 27-3463733 | — | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES, INC. | 52-1053785 | — | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO, LLP | 37-1611326 | — | AUDITOR | $27K | — |
| ARONSON LLC | — | ROCKVILLE, MD | AUDITOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | OTHER | $2K | — |
