Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WAGNER LAW GROUP | — | BOSTON, MA | ATTORNEY | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $42.2M | 17.1% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $42.0M | 17.1% | |
| Empower Trust Company Guaranteed Income Fund - unallocated account, interest ranged in 2024 was 1.65% | Bonds / Notes | — | — | $38.6M | 15.7% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $24.4M | 9.9% | |
| American Fund Euro pacific Growth R6 | Other securities | — | — | $16.6M | 6.8% | |
| T.Rowe Price Mid Cap Growth I | Other securities | — | — | $15.3M | 6.2% | |
| JP Morgan JP Morgan Core Plus R6 | Other securities | — | — | $14.5M | 5.9% | |
| Vanguard Total International Stock Index Institutional | Mutual Funds | — | — | $14.0M | 5.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7.9M | 3.2% | |
| Vanguard Extended Market Index Institutional | Mutual Funds | — | — | $7.3M | 2.9% | |
| MFS New Discovery Val R6 | Mutual Funds | — | — | $5.4M | 2.2% | |
| Principal Small Cap GRD I R6 | Other securities | — | — | $5.2M | 2.1% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $4.9M | 2.0% | |
| Vanguard Total International Bond Index Institutional | Mutual Funds | — | — | $3.6M | 1.5% | |
| Participant Loans Various participant loans – Interest - 0 - | Participant loans | — | — | $3.2M | 1.3% |
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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $53K | — |
