Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-1455663 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERIVCES INC | 13-3036745 | WHITE PLAINS, NY | CONTRACT ADMIN | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Mutual Fund | Other securities | — | — | $6.1M | 18.0% | |
| T Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $5.7M | 16.9% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $4.3M | 12.9% | |
| MET Life Stable Value Stable Value Fund | Other securities | — | — | $4.3M | 12.8% | |
| T Rowe Price Blue Chip Mutual Fund | Other securities | — | — | $2.9M | 8.6% | |
| T Rowe Price Retirement 2050 Mutual Fund | Other securities | — | — | $1.9M | 5.5% | |
| Vanguard 500 Index Mutual Fund | Other securities | — | — | $1.5M | 4.4% | |
| Participant Loans Interest rates of 4.25%-9.50% maturing through 2037 | Bonds / Notes | — | — | $1.4M | 4.2% | |
| Vanguard Mid Cap Index Mutual Fund | Other securities | — | — | $1.4M | 4.1% | |
| T Rowe Price Retirement 2020 Mutual Fund | Other securities | — | — | $1.3M | 3.8% | |
| LSV Value Equity Mutual Fund | Other securities | — | — | $1.2M | 3.5% | |
| American EuroPacific Mutual Fund | Other securities | — | — | $1.0M | 3.1% | |
| MET West Total Return Bond Mutual Fund | Other securities | — | — | $910K | 2.7% | |
| T Rowe Price Retirement 2055 Mutual Fund | Other securities | — | — | $868K | 2.6% | |
| T Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $764K | 2.3% | |
| T Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $552K | 1.6% | |
| T Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $504K | 1.5% | |
| T Rowe Price Retirement 2025 Mutual Fund | Other securities | — | — | $494K | 1.5% | |
| T Rowe Price Retire Balance Adv Mutual Fund | Other securities | — | — | $434K | 1.3% | |
| T Rowe Price Retirement 2065 Mutual Fund | Other securities | — | — | $265K | 0.8% | |
| BlackRock Small Cap Mutual Fund | Other securities | — | — | $234K | 0.7% | |
| T Rowe Price Retirement 2010 Mutual Fund | Other securities | — | — | $93K | 0.3% | |
| T Rowe Price Retirement 2015 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
