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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $160 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Instl Prem Fund | Other securities | — | — | $759K | 20.2% | |
| Fidelity Freedom Index 2055 Instl Prem Fund | Other securities | — | — | $665K | 17.7% | |
| Fidelity Freedom Index 2040 Instl Prem Fund | Other securities | — | — | $558K | 14.9% | |
| Fidelity Freedom Index 2035 Instl Prem Fund | Other securities | — | — | $509K | 13.6% | |
| Fidelity Freedom Index 2050 Instl Prem Fund | Other securities | — | — | $487K | 13.0% | |
| Fidelity Freedom Index 2060 Instl Prem Fund | Other securities | — | — | $455K | 12.1% | |
| Fidelity Freedom Index 2065 Instl Prem Fund | Other securities | — | — | $88K | 2.3% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $51K | 1.4% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $40K | 1.1% | |
| Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $28K | 0.8% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $16K | 0.4% | |
| Fidelity Freedom Index 2025 Instl Prem Fund | Other securities | — | — | $16K | 0.4% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $13K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $9K | 0.2% | |
| Allspring Core Plus Bond Fund | Other securities | — | — | $5K | 0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $4K | 0.1% | |
| Atla Trust Portfolio Diversitifiers Class 1 | Other securities | — | — | $4K | 0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $4K | 0.1% | |
| Empower Annuity Insurance * Fixed Account | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Instl Fund | Other securities | — | — | $1K | <0.1% | |
| American Funds New World Fund | Other securities | — | — | $1K | <0.1% | |
| JanusHenderson Enterprise Fund | Other securities | — | — | $1K | <0.1% | |
| American Funds Europacific Growth Fund | Other securities | — | — | $1K | <0.1% | |
| Fidelity Freedom Index 2030 Instl Prem Fund | Other securities | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $11K | — |
