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 | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $1.2M | 16.1% | |
| American Century Investments American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $978K | 13.1% | |
| American Century Investments American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $916K | 12.3% | |
| American Century Investments American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $619K | 8.3% | |
| American Century Investments American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $509K | 6.8% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $386K | 5.2% | |
| American Century Investments American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $349K | 4.7% | |
| American Century Investments American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $323K | 4.3% | |
| American Century Investments American Funds American Mutual R6 | Other securities | — | — | $262K | 3.5% | |
| Fidelity Investments Fidelity International Index | Other securities | — | — | $252K | 3.4% | |
| Fidelity Investments Fidelity US Bond Index | Other securities | — | — | $246K | 3.3% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $234K | 3.1% | |
| American Century Investments American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $222K | 3.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $174K | 2.3% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $165K | 2.2% | |
| Fidelity Investments Fidelity Emerging Markets Index | Other securities | — | — | $94K | 1.3% | |
| Franklin Templeton Investments Western Asset Core Bond Is | Other securities | — | — | $87K | 1.2% | |
| Fidelity Investments Fidelity Real Estate Index Institutional | Other securities | — | — | $74K | 1.0% | |
| Participant Loans Various maturity dates through August 2029; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $71K | 1.0% | |
| Fixed Annuity * Empower Investments Gwi Fixed Account - Series Class I | Other securities | — | — | $61K | 0.8% | |
| American Century Investments American Century Mid Cap Value R6 | Mutual Funds | — | — | $57K | 0.8% | |
| American Century Investments American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $45K | 0.6% | |
| Janus Henderson Janus Henderson Small Cap Value N | Other securities | — | — | $41K | 0.5% | |
| JP Morgan JPMorgan Global Bond Opportunities R6 | Other securities | — | — | $38K | 0.5% | |
| MFS International Growth R6 | Other securities | — | — | $32K | 0.4% | |
| Janus Henderson Janus Henderson Triton N | Other securities | — | — | $23K | 0.3% | |
| American Century Investments American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| BROKER/ADVISER |
| $0 |
| — |
