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 | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $9K |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard US Growth Fund | Other securities | — | — | $39.9M | 27.4% | |
| SAGIC Core Bond | Other securities | — | — | $28.3M | 19.4% | |
| IBEW NECA EQUITY INDEX TRUST CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $14.9M | 10.2% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $12.8M | 8.8% | |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $6.6M | 4.5% | |
| Vanguard Windsor II Fund | Other securities | — | — | $6.0M | 4.1% | |
| Vanguard Global Equity Fund | Other securities | — | — | $4.8M | 3.3% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $4.1M | 2.8% | |
| T ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.6M | 2.5% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.3M | 2.3% | |
| T ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.9M | 2.0% | |
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.8M | 1.9% | |
| T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.5M | 1.7% | |
| T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.5% | |
| T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.7M | 1.2% | |
| Vanguard Intermediate Term Treasury Fund | Other securities | — | — | $1.6M | 1.1% | |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.9% | |
| T ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.8% | |
| T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.8% | |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.0M | 0.7% | |
| MM Select T Rowe Price Rtmt Blend Fund | Other securities | — | — | $889K | 0.6% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $886K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $205K | 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 |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | — | ONA, WV | NONE | $30K | — |
| STANDARD VALUATIONS | 41-1327339 | ST PAUL, MN | NONE | $26K | — |
| PETER L SMITH | — | HUNTINGTON, WV | NONE | $22K | — |
| JOHN DASCOLI PLLC | 20-5780253 | CHARLESTON, WV | NONE | $9K | — |
