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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SOLUTIONS INC | 56-1762637 | NC, NC | CONTRACT ADMIN | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.3M | 93.6% | |
| 10 Empower Trust Company, LLC Great Gray Trust American Funds 2035 Fund | Other securities | — | — | $1.9M | 28.3% | |
| 11 Empower Trust Company, LLC Great Gray Trust American Funds 2040 Fund | Other securities | — | — | $1.7M | 24.8% | |
| 8 Empower Trust Company, LLC Great Gray Trust American Funds 2025 Fund | Other securities | — | — | $638K | 9.5% | |
| 7 Empower Trust Company, LLC Great Gray Trust American Funds 2020 Fund | Other securities | — | — | $397K | 5.9% | |
| 13 Empower Trust Company, LLC Great Gray Trust American Funds 2050 Fund | Other securities | — | — | $359K | 5.4% | |
| 14 Empower Trust Company, LLC Great Gray Trust American Funds 2055 Fund | Other securities | — | — | $343K | 5.1% | |
| 12 Empower Trust Company, LLC Great Gray Trust American Funds 2045 Fund | Other securities | — | — | $318K | 4.7% | |
| 15 Empower Trust Company, LLC Great Gray Trust American Funds 2060 Fund | Other securities | — | — | $247K | 3.7% | |
| 9 Empower Trust Company, LLC Great Gray Trust American Funds 2030 Fund | Other securities | — | — | $152K | 2.3% | |
| 16 Empower Trust Company, LLC iShares MCSI EAFE International Index ** 981 17 Empower Trust Company, LLC iShares Russell 2000 Small Cap Index ** 131 18 Empower Trust Company, LLC iShares S&P 500 Index | Other securities | — | — | $107K | 1.6% | |
| 6 Empower Trust Company, LLC Great Gray Trust American Funds 2015 Fund | Other securities | — | — | $64K | 0.9% | |
| 34 * MassMutual Life Insurance Co. MassMutual Guaranteed Interest Account | Common Stock | — | — | $27K | 0.4% | |
| 1 Empower Trust Company, LLC American Funds American Balanced Fund | Other securities | — | — | $18K | 0.3% | |
| 2 Empower Trust Company, LLC American Funds Europacific Growth Fund | Other securities | — | — | $17K | 0.3% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $13K | 0.2% | |
| 4 Empower Trust Company, LLC Franklin Small Cap Value Fund ** 608 5 Empower Trust Company, LLC Great Gray Trust American Funds 2010 Fund | Other securities | — | — | $9K | 0.1% | |
| 26 Empower Trust Company, LLC MFS Value Fund ** 42 27 Empower Trust Company, LLC PGIM High Yield Bond Fund ** 680 28 Empower Trust Company, LLC Vanguard Growth Index | Other securities | — | — | $7K | 0.1% | |
| 20 Empower Trust Company, LLC JP Morgan Emerging Markets Equity Fund ** 204 21 Empower Trust Company, LLC JP Morgan Small Cap Growth Fund ** 433 22 Empower Trust Company, LLC MassMutual Blue Chip Growth Fund | Other securities | — | — | $6K | <0.1% | |
| 32 Empower Trust Company, LLC Vanguard Small Cap Value Index | Other securities | — | — | $6K | <0.1% | |
| 31 Empower Trust Company, LLC Vanguard Mid Cap Value Index | Other securities | — | — | $5K | <0.1% | |
| 24 Empower Trust Company, LLC MFS Mid Cap Growth Fund ** 436 25 Empower Trust Company, LLC MFS Mid Cap Value Fund | Other securities | — | — | $4K | <0.1% | |
| 29 Empower Trust Company, LLC Vanguard Mid Cap Index ** 523 30 Empower Trust Company, LLC Vanguard Mid Cap Growth Index | Other securities | — | — | $3K | <0.1% | |
| 33 Empower Trust Company, LLC Vanguard Value Index | Other securities | — | — | $3K | <0.1% | |
| 3 Empower Trust Company, LLC DFA Real Estate Securities Fund | Other securities | — | — | $2K | <0.1% | |
| 19 Empower Trust Company, LLC iShares US Aggregate Bond Index | Other securities | — | — | $2K | <0.1% | |
| 23 Empower Trust Company, LLC MassMutual Inflation-Protected and Income Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGGART & ASSOCIATES PC | 62-1036705 | NASHVILLE, TN | AUDITOR | $10K | — |
