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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | Other securities | — | — | $2.0M | 22.0% | |
| Nuveen Lifecycle Index Ret R6 Mutual Fund | Other securities | — | — | $1.5M | 16.0% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | Other securities | — | — | $1.3M | 13.7% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | Other securities | — | — | $1.0M | 10.8% | |
| EI Fixed Acct Series Class I Fixed Annuity | Other securities | — | — | $722K | 7.8% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | Other securities | — | — | $615K | 6.6% | |
| Vanguard Mid-Cap Value Idx Ad Mutual Fund | Other securities | — | — | $267K | 2.9% | |
| Nuveen Large Cap Growth Idx R6 Mutual Fund | Other securities | — | — | $243K | 2.6% | |
| Vanguard Value Index Adm Mutual Fund | Other securities | — | — | $219K | 2.4% | |
| Vanguard Balanced Index Adm Mutual Fund | Other securities | — | — | $204K | 2.2% | |
| Vanguard Mid-Cap Growth Idx Ad Mutual Fund | Other securities | — | — | $197K | 2.1% | |
| Vangaurd Small Cap Index Adm Mutual Fund 585 * Vanguard Samll Cap Val Idx Adm Mutual Fund | Other securities | — | — | $151K | 1.6% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | Other securities | — | — | $144K | 1.6% | |
| Participant Loans Various Interest Rates | Participant loans | — | — | $140K | 1.5% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $91K | 1.0% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | Other securities | — | — | $79K | 0.9% | |
| Vanguard Small Cap Growth Idx Mutual Fund | Other securities | — | — | $78K | 0.8% | |
| Vanguard Interm-Term Bond Idx Mutual Fund | Other securities | — | — | $76K | 0.8% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | Other securities | — | — | $57K | 0.6% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $53K | 0.6% | |
| Vanguard Long-Term Treasury In Mutual Fund | Other securities | — | — | $52K | 0.6% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | Other securities | — | — | $48K | 0.5% | |
| Fidelity International Index Mutual Fund | Other securities | — | — | $30K | 0.3% |
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 |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.E. LOTT & COMPANY, P.A. | — | COLUMBUS, MS | CONTRACT ADMINISTRATOR | $18K | — |
