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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PLAN DESIGN LLC | 20-3970947 | TUCSON, AZ | CONTRACT ADMIN | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 12 Empower Trust Company, LLC IndexSelect Moderate 2035 Fund CL I | Other securities | — | — | $2.0M | 28.0% | |
| 13 Empower Trust Company, LLC IndexSelect Moderate 2045 Fund CL I | Other securities | — | — | $1.3M | 18.8% | |
| 14 Empower Trust Company, LLC IndexSelect Moderate 2055 Fund CL I | Other securities | — | — | $961K | 13.6% | |
| 21 Empower Trust Company, LLC Fidelity 500 Index | Other securities | — | — | $739K | 10.4% | |
| 9 Empower Trust Company, LLC Fidelity Advisor Asset Manager 60% Z ** 248 10 Empower Trust Company, LLC IndexSelect Moderate Retire Fund CL I | Other securities | — | — | $347K | 4.9% | |
| 15 Empower Trust Company, LLC iShares MSCI EAFE International Index K | Other securities | — | — | $209K | 2.9% | |
| 17 Empower Trust Company, LLC Fidelity Advisor Real Estate Income Z ** 63 18 Empower Trust Company, LLC Fidelity Small Cap Index | Other securities | — | — | $168K | 2.4% | |
| 24 Empower Trust Company, LLC American Funds Bond Fund of Amer R6 | Other securities | — | — | $154K | 2.2% | |
| 22 Empower Trust Company, LLC JPMorgan Large Cap Growth R6 | Other securities | — | — | $146K | 2.1% | |
| 20 Empower Trust Company, LLC Fidelity Mid Cap Index | Other securities | — | — | $113K | 1.6% | |
| 16 Empower Trust Company, LLC Fidelity Emerging Markets Index | Other securities | — | — | $94K | 1.3% | |
| 8 Empower Trust Company, LLC Fidelity Advisor Asset Manager 40% Z | Other securities | — | — | $76K | 1.1% | |
| 26 Empower Trust Company, LLC Fidelity Inflation Protected Bond Index | Other securities | — | — | $75K | 1.1% | |
| 23 Empower Trust Company, LLC PIMCO Income Instl | Other securities | — | — | $71K | 1.0% | |
| 25 Empower Trust Company, LLC Baird Short-Term Bond Inst | Other securities | — | — | $46K | 0.7% | |
| 23 Empower Trust Company, LLC MFS Value R6 | Other securities | — | — | $25K | 0.4% | |
| 7 Empower Trust Company, LLC Fidelity Advisor Asset Manager 20% Z | Other securities | — | — | $18K | 0.3% | |
| 19 Empower Trust Company, LLC Janus Henderson Small Cap Value N | Other securities | — | — | $14K | 0.2% | |
| 4 * TIAA-CREF CREF Money Market | Cash / Money Market | — | — | $14K | 0.2% | |
| 3 * TIAA-CREF CREF Stock | Other securities | — | — | $7K | 0.1% | |
| 25 Empower Trust Company, LLC Federated Hermes Govt Obl Advisor | Other securities | — | — | $6K | <0.1% | |
| 2 * TIAA-CREF TIAA Traditional Annuity | Other securities | — | — | $6K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1K | <0.1% | |
| 5 * TIAA-CREF CREF Inflation-Linked Bond ** 958 6 * TIAA-CREF TIAA Access Lifecycle 2045 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
