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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT | — | BILLINGS, MT | INVESTMENT ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retire Registered investment company | Other securities | — | — | $1.6M | 12.5% | |
| American Funds 2015 Target Date Retire Registered investment company | Other securities | — | — | $1.4M | 10.8% | |
| American Funds 2035 Target Date Retire Registered investment company | Other securities | — | — | $1.3M | 10.4% | |
| American Funds 2010 Target Date Retire Registered investment company | Other securities | — | — | $1.2M | 9.6% | |
| American Funds 2045 Target Date Retire Registered investment company | Other securities | — | — | $1.1M | 8.6% | |
| American Funds 2040 Target Date Retire Registered investment company | Other securities | — | — | $1.0M | 8.0% | |
| American Funds 2030 Target Date Retire Registered investment company | Other securities | — | — | $930K | 7.2% | |
| American Funds 2055 Target Date Retire Registered investment company | Other securities | — | — | $660K | 5.1% | |
| JPMorgan Large Cap Growth Registered investment company | Other securities | — | — | $609K | 4.7% | |
| American Funds 2050 Target Date Retire Registered investment company | Other securities | — | — | $474K | 3.7% | |
| Fidelity 500 Index Registered investment company | Other securities | — | — | $358K | 2.8% | |
| American Funds 2060 Target Date Retire Registered investment company | Other securities | — | — | $321K | 2.5% | |
| GWI Fixed Account - Series Class I Guaranteed investment contract | Stable Value | — | — | $202K | 1.6% | |
| American Funds 2020 Target Date Retire Registered investment company | Other securities | — | — | $181K | 1.4% | |
| JPMorgan Core Bond Registered investment company | Other securities | — | — | $168K | 1.3% | |
| American Funds Intl Gr And Inc Registered investment company | Common Stock | — | — | $156K | 1.2% | |
| Fidelity Mid Cap Index Registered investment company | Other securities | — | — | $149K | 1.1% | |
| American Funds 2065 Target Date Retire Registered investment company | Other securities | — | — | $127K | 1.0% | |
| Fidelity Small Cap Index Registered investment company | Other securities | — | — | $86K | 0.7% | |
| American Funds 2070 Target Date Retire Registered investment company | Other securities | — | — | $72K | 0.6% | |
| JPMorgan Equity Income Registered investment company | Other securities | — | — | $71K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
