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 | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $963 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 | Other securities | — | $1.4M | $1.5M | 17.1% | |
| Nuveen Lifecycle Index 2040 R6 | Other securities | — | $1.1M | $1.2M | 13.7% | |
| Nuveen Lifecycle Index 2050 R6 | Other securities | — | $1.0M | $1.1M | 13.0% | |
| Nuveen Lifecycle Index 2055 R6 | Other securities | — | $884K | $967K | 10.9% | |
| State Street Equity 500 Index K | Other securities | — | $614K | $694K | 7.9% | |
| Nuveen Lifecycle Index 2035 R6 | Other securities | — | $635K | $667K | 7.5% | |
| Nuveen Lifecycle Index 2060 R6 | Other securities | — | $576K | $631K | 7.1% | |
| Nuveen Lifecycle Index 2030 R6 | Other securities | — | $356K | $372K | 4.2% | |
| Fidelity Mid Cap Index | Other securities | — | $225K | $247K | 2.8% | |
| Nuveen Lifecycle Index 2065 R6 | Other securities | — | $224K | $244K | 2.8% | |
| Nuveen Lifecycle Index 2025 R6 | Other securities | — | $164K | $168K | 1.9% | |
| AB Large Cap Growth Z | Other securities | — | $147K | $151K | 1.7% | |
| iShares MSCI EAFE International Index K | Other securities | — | $117K | $112K | 1.3% | |
| Fidelity Small Cap Index | Other securities | — | $98K | $106K | 1.2% | |
| JPMorgan Equity Income R6 | Other securities | — | $86K | $88K | 1.0% | |
| Nuveen Lifecycle Index 2020 R6 | Other securities | — | $78K | $77K | 0.9% | |
| Fidelity Small Cap Value Index | Other securities | — | $61K | $66K | 0.7% | |
| Fidelity US Bond Index | Other securities | — | $57K | $58K | 0.7% | |
| T. Rowe Price Dividend Growth I | Other securities | — | $54K | $55K | 0.6% | |
| T.Rowe Price Overseas Stock I | Other securities | — | $43K | $43K | 0.5% | |
| BlackRock Emerging Mkts K | Other securities | — | $37K | $36K | 0.4% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Common Stock | — | $31K | $32K | 0.4% | |
| PIMCO Income Instl | Other securities | — | $29K | $29K | 0.3% | |
| American Century Small Cap Growth R6 | Other securities | — | $20K | $22K | 0.2% | |
| JPMorgan Core Bond R6 | Other securities | — | $22K | $22K | 0.2% | |
| Participant Loans Various, 10.500-14.500 | Participant loans | — | $20K | $20K | 0.2% | |
| MFS Total Return R6 | Other securities | — | $19K | $19K | 0.2% | |
| Principal Real Estate Securities Fd R-6 | Other securities | — | $17K | $18K | 0.2% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $13K | $13K | 0.1% | |
| Forfeitures | Other securities | — | $11K | $11K | 0.1% | |
| Fidelity Government MMkt K6 | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| STRATHAM, NH |
| CONTRACT ADMIN |
| $5K |
| — |
