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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund Mutual fund, 3536 shares | Other securities | — | — | $73K | 24.3% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund, 3032 shares | Other securities | — | — | $64K | 21.5% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund, 2460 shares | Other securities | — | — | $47K | 15.7% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund, 1314 shares | Other securities | — | — | $35K | 11.6% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund, 1301 shares | Other securities | — | — | $27K | 9.1% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund, 865 shares | Other securities | — | — | $10K | 3.4% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund, 558 shares | Other securities | — | — | $10K | 3.3% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund, 552 shares | Other securities | — | — | $10K | 3.2% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund, 9 shares ** 105 American Funds 2020 Target Date Retirement Fund Mutual fund, 619 shares | Other securities | — | — | $8K | 2.8% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund, 506 shares | Other securities | — | — | $8K | 2.6% | |
| Notes receivable from participants 2 loans, interest from 9% to 9.50% | Bonds / Notes | — | — | $2K | 0.7% | |
| PARTICIPANT LOANS VARIOUS 9.000-9.500 | Participant loans | — | $2K | $2K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund, 124 shares | Other securities | — | — | $2K | 0.7% |
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 |
|---|---|---|---|---|---|
| PENSION PLUS INC | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
