Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREEN VILLAGE, CO | RECORDKEEPER | $15K | — |
| EQUITABLE INSURANCE COMPANY | 13-5570651 | SYRACUSE, NY | RECORD KEEPER | $136 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Equitable Life Insurance Co. Guaranteed Interest Accounts | Common Stock | — | — | $2.0M | 36.6% | |
| POOLED SEPARATE ACCOUNT 48 EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1.6M | 28.8% | |
| EQ/Gamco Small Company Value | Other securities | — | — | $426K | 7.8% | |
| EQ/American Centry Mid Cap Value | Other securities | — | — | $374K | 6.8% | |
| Target 2025 Allocation | Other securities | — | — | $348K | 6.3% | |
| Empower Retirement Fixed Annuity | Other securities | — | — | $269K | 4.9% | |
| Multimanager Core Bond | Other securities | — | — | $260K | 4.7% | |
| EQ/Equity 500 Index | Other securities | — | — | $214K | 3.9% | |
| Empower Retirement Mutual Funds | Other securities | — | — | $213K | 3.9% | |
| Target 2035 Allocation | Other securities | — | — | $186K | 3.4% | |
| Multimanager Technology | Other securities | — | — | $176K | 3.2% | |
| Empower Retirement Participant Loans | Participant loans | — | — | $109K | 2.0% | |
| MFS Value Fund | Other securities | — | — | $109K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund | Other securities | — | — | $107K | 2.0% | |
| Target 2045 Allocation | Other securities | — | — | $101K | 1.8% | |
| AB Small Cap Growth | Other securities | — | — | $78K | 1.4% | |
| American Funds 2055 Target Date Retirement Fund | Other securities | — | — | $76K | 1.4% | |
| EQ/BlackRock Basic Value Equity | Other securities | — | — | $71K | 1.3% | |
| EQ/Emerging Markets Equity Plus | Other securities | — | — | $53K | 1.0% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $50K | 0.9% | |
| American Funds 2035 Target Date Retirement Fund | Other securities | — | — | $48K | 0.9% | |
| JP Morgan Core Plus Bond | Other securities | — | — | $46K | 0.8% | |
| Horizon Small Cap Val | Other securities | — | — | $41K | 0.7% | |
| Balanced Strategy | Other securities | — | — | $36K | 0.7% | |
| American Funds 2030 Target Date Retirement Fund | Other securities | — | — | $36K | 0.7% | |
| EQ/Common Stock Index | Common Stock | — | — | $36K | 0.7% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $16K | 0.3% | |
| EQ/International Equity Index | Other securities | — | — | $16K | 0.3% | |
| American Funds 2045 Target Date Retirement Fund | Other securities | — | — | $13K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund | Other securities | — | — | $11K | 0.2% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $11K | 0.2% | |
| American Funds 2040 Target Date Retirement Fund | Other securities | — | — | $11K | 0.2% | |
| American Funds 2025 Target Date Retirement Fund | Other securities | — | — | $11K | 0.2% | |
| International Val Managed Vol | Other securities | — | — | $7K | 0.1% | |
| EQ/MFS Technology | Other securities | — | — | $6K | 0.1% | |
| EQ/Small Company Index | Other securities | — | — | $3K | <0.1% | |
| EQ/Mid Cap Index | Other securities | — | — | $3K | <0.1% | |
| International Core Managed Vol | Other securities | — | — | $2K | <0.1% | |
| EQ/Ivy Mid Cap Growth | Other securities | — | — | $2K | <0.1% | |
| EQ/Large Cap Growth Index | Other securities | — | — | $2K | <0.1% | |
| EQ/Morgan Stanley Mid Cap Growth | Other securities | — | — | $1K | <0.1% | |
| EQ/Morgan Stanley Small Cap Growth | Other securities | — | — | $1K | <0.1% | |
| Large Cap Growth Managed Vol | Other securities | — | — | $635 | <0.1% | |
| American Funds 2060 Target Date Retirement Fund | Other securities | — | — | $561 | <0.1% | |
| Large Cap Core Managed Vol | Other securities | — | — | $434 | <0.1% | |
| Fidelity 500 Index Fund | Other securities | — | — | $12 | <0.1% | |
| Large Cap Value Managed Vol | Other securities | — | — | $9 | <0.1% | |
| Fidelity VIP Mid Cap | Other securities | — | — | $8 | <0.1% | |
| Moderate - Allocation | Other securities | — | — | $7 | <0.1% | |
| EQ/Aggressive Growth Strategy | Other securities | — | — | $7 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 63-0371391 |
| HOOVER, AL |
| INVESTMENT ADVISOR |
| $16K |
| — |
