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 | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREEN VILLIAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $7.0M | 30.1% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $4.2M | 18.1% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $2.0M | 8.7% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $1.9M | 8.4% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $1.9M | 8.1% | |
| Vanguard Windsor II Fund - Admiral | Other securities | — | — | $660K | 2.8% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $557K | 2.4% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $549K | 2.4% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $515K | 2.2% | |
| Clearbridge Large Cap Growth I | Other securities | — | — | $512K | 2.2% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $407K | 1.8% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $351K | 1.5% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | — | $334K | 1.4% | |
| American Funds American Funds New World R6 | Other securities | — | — | $294K | 1.3% | |
| Dodge & Cox Dodge & Cox International Stock - X | Other securities | — | — | $288K | 1.2% | |
| Dodge & Cox Dodge & Cox Income - X | Other securities | — | — | $258K | 1.1% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $240K | 1.0% | |
| MONEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $235K | 1.0% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $149K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $81K | 0.3% | |
| Vanguard Lifestrategy Income Inv | Other securities | — | — | $74K | 0.3% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $67K | 0.3% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $44K | 0.2% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $43K | 0.2% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $18K | <0.1% | |
| Boston Partners Boston Partners Small Cap Value Ii I | Other securities | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $7K | <0.1% | |
| Vanguard Lifestrategy Growth Inv | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVUS FINANCIAL PARTNERS LLC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | MOBILE, AL | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | FRANKLIN SQUARE, NY | OTHER | $375 | — |
