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 | $74K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Signal | Other securities | — | — | $5.0M | 11.8% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $4.6M | 10.6% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $4.2M | 9.9% | |
| Vanguard Equity Income | Other securities | — | — | $4.0M | 9.4% | |
| Schwab Self Directed Brokerage Accounts | Other securities | — | — | $3.3M | 7.7% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $1.9M | 4.3% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $1.8M | 4.2% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $1.7M | 4.1% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $1.6M | 3.7% | |
| Vanguard Federal Money Market Investor | Cash / Money Market | — | — | $1.5M | 3.5% | |
| MFS International Diversification R3 | Other securities | — | — | $1.5M | 3.4% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $1.0M | 2.4% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $988K | 2.3% | |
| Vanguard Bond Market Index | Other securities | — | — | $881K | 2.1% | |
| MFS Investors Growth Stock R6 | Other securities | — | — | $843K | 2.0% | |
| Vanguard Target Retirement 2070 Inv | Other securities | — | — | $707K | 1.7% | |
| Allspring Special Small-Cap Value R6 | Other securities | — | — | $692K | 1.6% | |
| Vanguard Stock Index | Other securities | — | — | $689K | 1.6% | |
| Hood River Small-Cap Growth Retirement | Other securities | — | — | $616K | 1.4% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $529K | 1.2% | |
| T. Rowe Price Mid-Cap Growth Fund - I | Other securities | — | — | $510K | 1.2% | |
| Allspring Special Mid-Cap Value R6 | Other securities | — | — | $458K | 1.1% | |
| Vanguard Mid-Cap Index | Other securities | — | — | $452K | 1.1% | |
| Dodge and Cox Income X | Other securities | — | — | $434K | 1.0% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $302K | 0.7% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $286K | 0.7% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $246K | 0.6% | |
| Vanguard Short-Term Investment-Grade | Other securities | — | — | $87K | 0.2% | |
| Vanguard Small-Cap Index Fund | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| BROKERAGE SERVICES |
| $103 |
| — |
