Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | ALISO VIEJO, CA | INVESTMENT ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Interest Account | Other securities | — | — | $899K | 13.0% | |
| Fidelity Freedom Index 2050 | Other securities | — | — | $830K | 12.0% | |
| Fidelity Freedom Index 2055 | Other securities | — | — | $716K | 10.4% | |
| Fidelity Freedom Index 2035 | Other securities | — | — | $635K | 9.2% | |
| Fidelity Freedom Index 2045 | Other securities | — | — | $586K | 8.5% | |
| Fidelity Freedom Index 2040 | Other securities | — | — | $567K | 8.2% | |
| Fidelity Freedom Index 2025 | Other securities | — | — | $420K | 6.1% | |
| Fidelity Freedom Index 2030 | Other securities | — | — | $345K | 5.0% | |
| Fidelity Freedom Index 2060 | Other securities | — | — | $290K | 4.2% | |
| Notes Receivable from Participants 3.25% - 8.50% | Bonds / Notes | — | — | $282K | 4.1% | |
| BlackRock iShares S&P 500 Index Fd | Other securities | — | — | $196K | 2.8% | |
| BlackRock iShares Int'l Ind Fd | Other securities | — | — | $181K | 2.6% | |
| BlackRock iShares US Agg Bd Ind Fund | Other securities | — | — | $152K | 2.2% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $151K | 2.2% | |
| Fidelity Freedom Index 2020 | Other securities | — | — | $112K | 1.6% | |
| Fidelity Freedom Index Income Fund | Other securities | — | — | $94K | 1.4% | |
| Fidelity Freedom Index 2065 | Other securities | — | — | $79K | 1.2% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $79K | 1.1% | |
| AB Funds AB Large Cap Growth Fund | Other securities | — | — | $54K | 0.8% | |
| BlackRock iShares Mid-Cap Ind Fd | Other securities | — | — | $50K | 0.7% | |
| BlackRock iShares Small Cap Ind Fd | Other securities | — | — | $50K | 0.7% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $25K | 0.4% | |
| AB Funds AB Small Cap Growth Fund | Other securities | — | — | $9K | 0.1% | |
| American Small Cap Value Fund | Other securities | — | — | $9K | 0.1% | |
| Similar Party Description of Investment Value AB Funds AB Discovery Growth Fund | Other securities | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES, IN | 13-3180178 | MOBILE, AL | THIRD PARTY ADMINISTRATO | $7K | — |
| ECONOMIC GROUP PENSION SERVICES LLC | — | FRANKLIN SQUARE, NY | THIRD PARTY ADMINISTRATO | $550 | — |
