Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIECHELE ROYCE ADVISORS, INC. | — | FISHERS, IN | INVESTMENT ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $1.2M | 26.2% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $823K | 18.7% | |
| INDEXSELECT MODERATE 2035 FUND GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $755K | 17.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $598K | 13.6% | |
| INDEXSELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $385K | 8.7% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $248K | 5.6% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $65K | 1.5% | |
| Fidelity International Index | Mutual Funds | — | — | $48K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $35K | 0.8% | |
| Empower Lifetime 2015 Fund | Other securities | — | — | $34K | 0.8% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $34K | 0.8% | |
| Fidelity Advisor Equity Income | Mutual Funds | — | — | $26K | 0.6% | |
| Fidelity Advisor High Income | Mutual Funds | — | — | $18K | 0.4% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Advisor Health Care | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Advisor Technology | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity Advisor Gold | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Advisor Balanced | Mutual Funds | — | — | $136 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $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 |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC. | — | CINCINNATI, OH | CONTRACT ADMIN | $1K | — |
