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 | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Bond K6 | Other securities | — | — | $1.1M | 23.0% | |
| MFS Value R6 | Other securities | — | — | $627K | 13.0% | |
| American Funds 2065 Trgt Date Retire R6 * 655 Fidelity Total International Index | Other securities | — | — | $599K | 12.4% | |
| MFS Massachusetts Investors GR Stock R6 | Other securities | — | — | $588K | 12.2% | |
| Fidelity 500 Index | Other securities | — | — | $489K | 10.2% | |
| Empower Fixed Account Series VI | Other securities | — | — | $372K | 7.7% | |
| MFS International Growth R6 | Other securities | — | — | $254K | 5.3% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 | Other securities | — | — | $242K | 5.0% | |
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $101K | 2.1% | |
| Fidelity US Bond Index | Other securities | — | — | $84K | 1.8% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $69K | 1.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $64K | 1.3% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $45K | 0.9% | |
| Notes Receivable from Participants Interest Rates from 9.00% to 9.50% | Bonds / Notes | — | — | $44K | 0.9% | |
| Fidelity Small Cap Index | Other securities | — | — | $39K | 0.8% | |
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $38K | 0.8% | |
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $25K | 0.5% | |
| American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $20K | 0.4% | |
| AllianceBernstein AB Small Cap Growth Z | Other securities | — | — | $6K | 0.1% | |
| American Funds 2060 Trgt Date Retire R6 | 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.
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $12K |
| — |
