Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Moderate Allocation A Mutual fund | Other securities | — | — | $1.9M | 17.6% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $1.8M | 16.7% | |
| Franklin Growth Allocation A Mutual fund | Other securities | — | — | $1.4M | 12.9% | |
| Empower S&P 500 Index Fund Inv Mutual fund | Other securities | — | — | $1.3M | 12.1% | |
| Franklin Rising Dividends A Mutual fund | Other securities | — | — | $630K | 5.7% | |
| Franklin Growth A Mutual fund | Other securities | — | — | $582K | 5.3% | |
| Goldman Sachs International EQ INC A Mutual fund | Common Stock | — | — | $508K | 4.6% | |
| Empower S&P MidCap 400 Index Fund Inv Mutual fund | Other securities | — | — | $507K | 4.6% | |
| American Funds New World Fund R4 Mutual fund | Other securities | — | — | $485K | 4.4% | |
| Franklin Conservative Allocation A Mutual fund | Other securities | — | — | $448K | 4.1% | |
| Empower International Index Fund Inv Mutual fund | Other securities | — | — | $350K | 3.2% | |
| Empower S&P SmCap 600 Index Fund Inv Mutual fund | Other securities | — | — | $263K | 2.4% | |
| Participant Loans Participant loans, maturities | Participant loans | — | — | $250K | 2.3% | |
| American Funds Strategic Bond R4 Mutual fund | Other securities | — | — | $142K | 1.3% | |
| American Funds Intl Gr and Inc R3 Mutual fund | Common Stock | — | — | $89K | 0.8% | |
| American Funds American Hi Inc Tr R4 Mutual fund | Common Stock | — | — | $79K | 0.7% | |
| Franklin Equity Income Fund - A Mutual fund | Other securities | — | — | $61K | 0.6% | |
| Neuberger Berman Real Estate A Mutual fund | Other securities | — | — | $61K | 0.6% | |
| Lord Abbett Growth Leaders R3 Mutual fund | Other securities | — | — | $32K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST LOUIS, MO |
| BROKER/ADVISER |
| $0 |
| — |
