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 | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Mutual fund | Other securities | — | — | $1.9M | 22.0% | |
| Nuveen Lifecycle Index 2040 Fund Mutual fund | Other securities | — | — | $736K | 8.4% | |
| Nuveen Lifecycle Index 2035 Fund Mutual fund | Other securities | — | — | $714K | 8.1% | |
| Nuveen Lifecycle Index 2030 Fund Mutual fund | Other securities | — | — | $682K | 7.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund Fixed annuity | Other securities | — | — | $454K | 5.2% | |
| Nuveen Lifecycle Index 2020 Fund Mutual fund | Other securities | — | — | $434K | 4.9% | |
| Nuveen Lifecycle Index 2045 Fund Mutual fund | Other securities | — | — | $412K | 4.7% | |
| J. P. Morgan Equity Income Fund Mutual fund | Other securities | — | — | $406K | 4.6% | |
| Vanguard 500 Index Fd Mutual fund | Other securities | — | — | $358K | 4.1% | |
| Nuveen Lifecycle Index 2060 Fund Mutual fund | Other securities | — | — | $332K | 3.8% | |
| Artisan International Value Fund Mutual fund | Other securities | — | — | $294K | 3.3% | |
| 10.5%; various maturity dates | Bonds / Notes | — | — | $287K | 3.3% | |
| Nuveen Lifecycle Index 2055 Fund Mutual fund | Other securities | — | — | $276K | 3.1% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $262K | 3.0% | |
| Nuveen Lifecycle Index 2025 Fund Mutual fund | Other securities | — | — | $236K | 2.7% | |
| Nuveen Lifecycle Index 2050 Fund Mutual fund | Other securities | — | — | $203K | 2.3% | |
| Vanguard Bal Index Adml Mutual fund | Other securities | — | — | $132K | 1.5% | |
| Baird Core Plus Bond Inst Mutual fund | Other securities | — | — | $130K | 1.5% | |
| Vanguard Total International Stock Index Mutual fund | Other securities | — | — | $130K | 1.5% | |
| Principal Small Cap Growth I Mutual fund | Other securities | — | — | $107K | 1.2% | |
| Vanguard Mid Cap Index Mutual fund | Other securities | — | — | $107K | 1.2% | |
| Vanguard Total Stock Market Index Fd Mutual fund | Other securities | — | — | $58K | 0.7% | |
| Vanguard Small Cap Index Mutual fund | Other securities | — | — | $53K | 0.6% | |
| Nuveen Lifecycle Index Ret Inc Inst Mutual fund | Common Stock | — | — | $35K | 0.4% | |
| Vanguard Total Bond Market Index Mutual fund | Other securities | — | — | $34K | 0.4% | |
| American Funds New World Mutual fund | Other securities | — | — | $23K | 0.3% | |
| PIMCO Income Instl Mutual fund | Other securities | — | — | $12K | 0.1% | |
| Nuveen Lifecycle Index 2015 Fund Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Janus Henderson Enterprise N Mutual fund | 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.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $29K |
| — |
