Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY F | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | — | DALLAS, TX | INVESTMENT ADVISOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date R6 | Other securities | — | — | $1.5M | 35.4% | |
| American Funds 2030 Trgt Date R6 | Other securities | — | — | $1.2M | 28.5% | |
| American Funds 2025 Trgt Date R6 | Other securities | — | — | $565K | 13.0% | |
| American Funds 2040 Trgt Date R6 | Other securities | — | — | $564K | 13.0% | |
| American Funds 2045 Trgt Date R6 | Other securities | — | — | $156K | 3.6% | |
| American Funds 2055 Trgt Date R6 | Other securities | — | — | $132K | 3.0% | |
| American Funds 2060 Trgt Date R6 | Other securities | — | — | $71K | 1.6% | |
| American Funds 2050 Trgt Date R6 | Other securities | — | — | $65K | 1.5% | |
| Fixed Annuities * Ei Fixed Account Series Class I | Other securities | — | — | $11K | 0.3% | |
| STATE STREET NASDAQ-100 INDEX NL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $151 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
