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 | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $1.3M | 10.3% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $1.3M | 10.0% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $1.1M | 8.4% | |
| Vanguard Growth Index Adm | Other securities | — | — | $995K | 7.9% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $853K | 6.8% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $838K | 6.7% | |
| Vanguard Mid-Cap Value Index Admiral | Other securities | — | — | $690K | 5.5% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $615K | 4.9% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $517K | 4.1% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $499K | 4.0% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $497K | 4.0% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $456K | 3.6% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $440K | 3.5% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $418K | 3.3% | |
| Macquarie Mid Cap Growth Institutional | Other securities | — | — | $354K | 2.8% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $350K | 2.8% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $246K | 2.0% | |
| Schwab SDB | Other securities | — | — | $220K | 1.8% | |
| DFA Intermediate Govt Fixed-Income I | Other securities | — | — | $204K | 1.6% | |
| Vanguard Balanced Index Adm | Other securities | — | — | $151K | 1.2% | |
| Lord Abbett Developing Growth R6 | Other securities | — | — | $138K | 1.1% | |
| Blackrock Emerging Mkts K | Other securities | — | — | $123K | 1.0% | |
| Participants' notes receivable | Other securities | — | — | $84K | 0.7% | |
| Vanguard Inflation-Protected Secs Adm | Other securities | — | — | $76K | 0.6% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $74K | 0.6% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $60K | 0.5% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $29K | 0.2% | |
| DFA US Targeted Value I | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROSPERA FINANCIAL SERVICES INC |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $26K |
| — |
| HUB INVESTMENT PARTNERS LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $674 | — |
