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, CO | RECORDKEEPER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. |
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 SCAI MASS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.6M | 97.6% | |
| Alger Capital Appreciation Instl R | Other securities | — | — | $1.1M | 16.3% | |
| JPMorgan SmartRetirement 2030 A | Other securities | — | — | $771K | 11.4% | |
| American Funds Fundamental Invs R3 | Other securities | — | — | $696K | 10.3% | |
| Invesco U.S. Government Money PTF Y | Other securities | — | — | $642K | 9.5% | |
| American Funds Growth Fund of Amer R3 | Other securities | — | — | $627K | 9.3% | |
| JPMorgan SmartRetirement 2055 A | Other securities | — | — | $535K | 7.9% | |
| JPMorgan SmartRetirement 2040 A | Other securities | — | — | $278K | 4.1% | |
| American Funds Income Fund of Amer R3 | Other securities | — | — | $252K | 3.7% | |
| Columbia Global Equity Value ** 188 Eaton Vance ATL Capital SMID-Cap A | Other securities | — | — | $244K | 3.6% | |
| JPMorgan SmartRetirement 2020 A | Other securities | — | — | $213K | 3.2% | |
| JPMorgan SmartRetirement 2045 A | Other securities | — | — | $192K | 2.8% | |
| MM S&P 500 Index R4 | Other securities | — | — | $164K | 2.4% | |
| American Funds Europacific Growth R3 | Other securities | — | — | $134K | 2.0% | |
| Notes receivable from participants 4.75% to 9.50% -0- | Bonds / Notes | — | — | $133K | 2.0% | |
| Fidelity Adv Leveraged Co Stock Class M | Common Stock | — | — | $132K | 2.0% | |
| JPMorgan SmartRetirement 2050 A | Other securities | — | — | $109K | 1.6% | |
| Invesco Small-Cap Growth A | Other securities | — | — | $92K | 1.4% | |
| JPMorgan SmartRetirement INC A | Common Stock | — | — | $86K | 1.3% | |
| Franklin Mutual Global Discovery R | Other securities | — | — | $78K | 1.1% | |
| Lord Abbett Value Opportunities P | Other securities | — | — | $56K | 0.8% | |
| Lord Abbett International Opportunities A | Other securities | — | — | $55K | 0.8% | |
| Pioneer Equity Income A | Other securities | — | — | $41K | 0.6% | |
| Hartford Capital Appreciation R4 | Other securities | — | — | $28K | 0.4% | |
| Invesco Equity and Income A | Other securities | — | — | $15K | 0.2% | |
| MassMutual Core Bond R4 | Other securities | — | — | $15K | 0.2% | |
| Invesco Gold & Special Minerals A | Other securities | — | — | $13K | 0.2% | |
| Goldman Sachs High Yield Svc | Other securities | — | — | $11K | 0.2% | |
| BlackRock Global Div Port Investor A | Other securities | — | — | $9K | 0.1% | |
| MFS Utilities R3 | Other securities | — | — | $7K | 0.1% | |
| MassMutual Total Return Bond R4 ** 153 MFS Emerging Markets Equity R | Other securities | — | — | $4K | <0.1% | |
| Templeton Global Bond A | 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.
| — |
| KNOXVILLE, TN |
| CONTRACT ADMINISTRATOR |
| $9K |
| — |
