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 | $24K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Alternate Fixed Account Fixed Interest n/a | Other securities | — | — | $10.9M | 50.0% | |
| Nuveen Lifecycle Idx 2030 R6 Mutual Fund n/a | Other securities | — | — | $2.2M | 10.0% | |
| Nuveen Lifecycle Idx 2040 R6 Mutual Fund n/a | Other securities | — | — | $1.7M | 7.6% | |
| Participant Loans Rates Range from 4.25% to 9.50% n/a | Bonds / Notes | — | — | $1.3M | 5.9% | |
| Nuveen Lifecycle Idx 2050 R6 Mutual Fund n/a | Other securities | — | — | $990K | 4.5% | |
| Federated Hermes Govt Obl Advisor Mutual Fund n/a | Other securities | — | — | $953K | 4.4% | |
| Nuveen Lifecycle Idx 2020 R6 Mutual Fund n/a | Other securities | — | — | $922K | 4.2% | |
| Nuveen Lifecycle Idx 2015 R6 Mutual Fund n/a | Other securities | — | — | $607K | 2.8% | |
| Forfeiture Holding Account Holding Account n/a | Other securities | — | — | $375K | 1.7% | |
| Nuveen Lifecycle Idx 2060 R6 Mutual Fund n/a | Other securities | — | — | $315K | 1.4% | |
| Loomis Sayles Invs Grade Bond Mutual Fund n/a | Other securities | — | — | $283K | 1.3% | |
| Nuveen Lifecycle Idx 2055 R6 Mutual Fund n/a | Other securities | — | — | $205K | 0.9% | |
| Nuveen Lifecycle Idx 2035 R6 Mutual Fund n/a | Other securities | — | — | $178K | 0.8% | |
| Nuveen Lifecycle Idx Retirement R6 Mutual Fund n/a | Other securities | — | — | $169K | 0.8% | |
| Nuveen Lifecycle Idx 2045 R6 Mutual Fund n/a | Other securities | — | — | $162K | 0.7% | |
| Nuveen Large Cap Growth Idx R6 Mutual Fund n/a | Other securities | — | — | $100K | 0.5% | |
| Fidelity 500 Index Mutual Fund n/a | Other securities | — | — | $96K | 0.4% | |
| Schwab Fdmtl U.S. Large Co Index Mutual Fund n/a | Common Stock | — | — | $85K | 0.4% | |
| Nuveen Lifecycle Idx 2025 R6 Mutual Fund n/a | Other securities | — | — | $73K | 0.3% | |
| Pimco Stocksplus Inst Mutual Fund n/a | Other securities | — | — | $62K | 0.3% | |
| Fidelity SmCap Index Mutual Fund n/a | Other securities | — | — | $46K | 0.2% | |
| Fidelity Invs Grade Bond Fund Mutual Fund n/a | Other securities | — | — | $34K | 0.2% | |
| Amerfds New Perspective R6 Mutual Fund n/a 621 Amerfds New World R6 Mutual Fund n/a 695 DFA US SmCap Growth Mutual Fund n/a | Other securities | — | — | $29K | 0.1% | |
| T. Rowe Price Mid Cap Valve 1 Mutual Fund n/a | Other securities | — | — | $27K | 0.1% | |
| Putnam Large Cap Value R6 Mutual Fund n/a | Other securities | — | — | $16K | <0.1% | |
| Janus Henderson Enterprise Mutual Fund n/a | Other securities | — | — | $16K | <0.1% | |
| American Century Ultra 86 Mutual Fund n/a | Other securities | — | — | $14K | <0.1% | |
| Fidelity MidCap Index Mutual Fund n/a | Other securities | — | — | $12K | <0.1% | |
| Pimco Rae US Small Instl Mutual Fund n/a | Other securities | — | — | $8K | <0.1% | |
| Cohen Steers Real Est Sec Z Mutual Fund n/a | Other securities | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Idx 2010 R6 Mutual Fund n/a | Other securities | — | — | $4K | <0.1% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARES RETIREMENT PLAN SERVICES LLC | — | MEMPHIS, TN | CONTRACT ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $0 | — |
