Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CT | RECORD KEEPER | $35K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTTMENT MGMT | $6K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K Mutual Funds | Other securities | — | — | $3.5M | 27.9% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | Other securities | — | — | $1.4M | 11.3% | |
| Blackrock Lifepath Index 2035 K Mutual Funds | Other securities | — | — | $1.4M | 11.1% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | Other securities | — | — | $1.3M | 10.3% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | Other securities | — | — | $869K | 7.0% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | Other securities | — | — | $737K | 5.9% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | Other securities | — | — | $605K | 4.9% | |
| Fidelity Mid Cap Index Mutual Funds | Other securities | — | — | $329K | 2.6% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | Other securities | — | — | $227K | 1.8% | |
| American Funds Capital World G/I R6 Mutual Funds | Other securities | — | — | $212K | 1.7% | |
| American Funds Europacific Gr R6 Mutual Funds | Other securities | — | — | $201K | 1.6% | |
| Guaranteed Interest Fund Guaranteed Interest Account | Other securities | — | — | $197K | 1.6% | |
| Fidelity 500 Index Mutual Funds | Other securities | — | — | $193K | 1.5% | |
| Blackrock Lifepath Index 2065 K Mutual Funds | Other securities | — | — | $176K | 1.4% | |
| Fidelity Advisor Total Bond Z Mutual Funds | Other securities | — | — | $170K | 1.4% | |
| American Funds Income Fund Of America R6 Mutual Funds | Other securities | — | — | $120K | 1.0% | |
| American Funds Growth Fund Of Amer R6 Mutual Funds | Other securities | — | — | $109K | 0.9% | |
| Fidelity Contrafund Mutual Funds | Other securities | — | — | $99K | 0.8% | |
| Fidelity Blue Chip Growth Fund Inv Mutual Funds | Other securities | — | — | $91K | 0.7% | |
| JP Morgan Government Bond R6 Mutual Funds | U.S. Treasuries | — | — | $88K | 0.7% | |
| T. Rowe Price Equity Income I Mutual Funds | Other securities | — | — | $80K | 0.6% | |
| Ishares Russell 2000 Small-Cap Index K Mutual Funds | Other securities | — | — | $61K | 0.5% | |
| Putnam International Value R6 Mutual Funds | Other securities | — | — | $61K | 0.5% | |
| Empower Secure Foundation Balanced Fund Variable Annuities | Other securities | — | — | $60K | 0.5% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $60K | 0.5% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $54K | 0.4% | |
| Blackrock Mid-Cap Growth Equity K Mutual Funds | Other securities | — | — | $50K | 0.4% | |
| MFS Government Securities R6 Mutual Funds | Other securities | — | — | $33K | 0.3% | |
| Pimco Real Return Instl Mutual Funds | Other securities | — | — | $25K | 0.2% | |
| American Century Small Cap Growth R6 Mutual Funds | Other securities | — | — | $21K | 0.2% | |
| Blackrock Inflation Protected Bond K Mutual Funds | Other securities | — | — | $14K | 0.1% | |
| American Century Small Cap Value R6 Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| American Funds American Hi Inc Tr R6 Mutual Funds | Common Stock | — | — | $8K | <0.1% | |
| Fidelity Advisor Stock Selector Sm Cp Z Mutual Funds | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & AD | — | RIDGEWOOD, NJ | CONTRACT ADMIN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | OTHER | $2K | — |
