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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| G W HENSSLER AND ASSOCIATES LTD | — | KENNESAW, GA | INVESTMENT ADVISOR | $109K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American 2030 Target Date Retirement Fund Mutual fund | Other securities | — | — | $16.2M | 23.3% | |
| American 2040 Target Date Retirement Fund Mutual fund | Other securities | — | — | $12.2M | 17.5% | |
| Group Annuity Contract: Guaranteed investment Key Guaranteed Portfolio Fund contracts | Common Stock | — | — | $6.9M | 9.9% | |
| American 2020 Target Date Retirement Fund Mutual fund | Other securities | — | — | $6.3M | 9.0% | |
| The Blossman Companies, Inc. Preferred Shares Preferred stock | Common Stock | — | — | $5.5M | 7.8% | |
| American 2050 Target Date Retirement Fund Mutual fund | Other securities | — | — | $4.6M | 6.6% | |
| Vanguard 500 Index Fund-Admiral Mutual fund | Other securities | — | — | $3.8M | 5.4% | |
| American 2010 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.5M | 3.6% | |
| American 2060 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.5M | 3.5% | |
| Fidelity Contrafund K6 Mutual fund | Other securities | — | — | $2.4M | 3.4% | |
| American Century Diversified Bond R6 Mutual fund | Other securities | — | — | $2.2M | 3.1% | |
| Vanguard Windsor ADM Mutual fund | Other securities | — | — | $1.6M | 2.3% | |
| Vanguard Developed Markets Index Mutual fund | Other securities | — | — | $1.2M | 1.7% | |
| Vanguard Mid Cap Index ADM Mutual fund | Other securities | — | — | $1.1M | 1.6% | |
| Vanguard Small Cap Index Fund- Admiral Mutual fund | Other securities | — | — | $607K | 0.9% | |
| Vanguard Emerg Mkts Sel STK Inv Mutual fund | Other securities | — | — | $288K | 0.4% | |
| Money Market Funds Money Market Funds | Cash / Money Market | — | — | $24K | <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 |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $63K | — |
