Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price 2030 Adv Mutual Funds | Other securities | — | — | $15.7M | 20.3% | |
| T. Rowe Price 2040 Adv Mutual Funds | Other securities | — | — | $11.9M | 15.4% | |
| T. Rowe Price 2020 Adv Mutual Funds | Other securities | — | — | $10.3M | 13.3% | |
| T. Rowe Price 2050 Adv Mutual Funds | Other securities | — | — | $8.6M | 11.0% | |
| NYLI Winslow Large Cap Growth I Mutual Funds | Other securities | — | — | $6.4M | 8.2% | |
| MassMutual US Government Mny Mkt Fd Money Market 687 * Fixed Interest Fund Guaranteed Investment Account | Cash / Money Market | — | — | $5.4M | 6.9% | |
| Fidelity 500 Index Fund Mutual Funds | Other securities | — | — | $4.8M | 6.2% | |
| MassMutual Mid Cap Growth Fund R5 Mutual Funds | Other securities | — | — | $2.7M | 3.5% | |
| T. Rowe Price 2010 Adv Mutual Funds | Other securities | — | — | $2.6M | 3.4% | |
| PIMCO Total Return Instl Mutual Funds | Other securities | — | — | $1.8M | 2.3% | |
| BlackRock Equity Dividend K Mutual Funds | Other securities | — | — | $1.5M | 1.9% | |
| Participant Loans with Various Maturities - | Participant loans | — | — | $1.4M | 1.9% | |
| Similar Party Par, or Maturity Value Cost ** Value American Century Mid Cap Value R5 Mutual Funds | Other securities | — | — | $840K | 1.1% | |
| T. Rowe Price Balanced Adv Mutual Funds | Other securities | — | — | $799K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Funds | Other securities | — | — | $771K | 1.0% | |
| American Funds Europacific Growth Fund R5E Mutual Funds | Other securities | — | — | $675K | 0.9% | |
| Dodge & Cox International Stock - I Mutual Funds | Other securities | — | — | $565K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Funds | Other securities | — | — | $179K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Other securities | — | — | $177K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Other securities | — | — | $170K | 0.2% | |
| Fidelity International Index Fund Mutual Funds | Other securities | — | — | $133K | 0.2% | |
| Hartford Strategic Income Fund Mutual Funds | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
