Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUNITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $19K | 100.0% | |
| American Funds Income Fund of America Pooled Separate Account | Other securities | — | — | $16K | 83.8% | |
| Invesco Oppenheimer Gold & Special Minerals Pooled Separate Account 25 Invesco Oppenheimer International Growth Pooled Separate Account 109 Invesco Real Estate Pooled Separate Account 26 JPMorgan U.S. Government Money Market Pooled Separate Account | Cash / Money Market | — | — | $1K | 5.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BATES & COMPANY |
| — |
| WINTER PARK, FL |
| CONTRACT ADMIN |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL GEORGIA CANCER CARE P.C. | — | MACON, GA | AUDITOR | $0 | — |
