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 | — | NONE | $165K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | — | NONE | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Income Vanguard LT Inv Gr Bd Adm | Mutual Funds | — | $21.3M | $20.6M | 42.0% | |
| Equity Fidelity 500 Index Fund | Mutual Funds | — | $8.2M | $10.6M | 21.6% | |
| Fixed Income Vanguard Int Trm Inv Gr Ad | Mutual Funds | — | $9.4M | $9.6M | 19.5% | |
| Equity Fidelity Ext Mkt Ix | Mutual Funds | — | $2.8M | $3.2M | 6.5% | |
| Fixed Income Vanguard ST Inv Gr Adm | Mutual Funds | — | $2.4M | $2.5M | 5.0% | |
| Equity Vanguard Intl Stk Adm | Mutual Funds | — | $1.3M | $1.3M | 2.7% | |
| Stable Value - Debt Guaranteed Deposit | Other securities | — | $1.2M | $1.2M | 2.5% | |
| Fixed Income Vanguard Tot Bd Mkt Idx | Mutual Funds | — | $78K | $61K | 0.1% | |
| EAGLE M CAP GROWTH (ISP) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CHESAPEAKE UTILITIES CORPORATION | — | — | NONE | $21K | — |
| PNC BANK, NATIONAL ASSOCIATION | — | — | NONE | $20K | — |
