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 | $41K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 INDEX | Mutual Funds | — | — | $1.8M | 15.7% | |
| Fidelity FREEDOM INDEX INCOME IPR | Other securities | — | — | $1.5M | 13.5% | |
| Fidelity FREEDOM INDEX 2040 IPR | Other securities | — | — | $1.4M | 12.4% | |
| Fidelity FREEDOM INDEX 2045 IPR | Other securities | — | — | $1.2M | 10.3% | |
| Fidelity FREEDOM INDEX 2055 IPR | Other securities | — | — | $1.0M | 9.3% | |
| Fidelity FREEDOM INDEX 2030 IPR | Other securities | — | — | $902K | 8.0% | |
| Fidelity FREEDOM INDEX 2025 IPR | Other securities | — | — | $799K | 7.1% | |
| LINCOLN STABLE VALUE Lincoln Financial LINCOLN LIFE (403B) ACCRUED INCOME | Other securities | — | — | $786K | 7.0% | |
| Fidelity FREEDOM INDEX 2035 IPR | Other securities | — | — | $625K | 5.6% | |
| Fidelity FREEDOM INDEX 2060 IPR | Other securities | — | — | $470K | 4.2% | |
| Fidelity FREEDOM INDEX 2050 IPR | Other securities | — | — | $209K | 1.9% | |
| with maturities through February 2029 -0- | Other securities | — | — | $155K | 1.4% | |
| Vanguard INFORMATION TECHNOLOGY INDEX ADM | Other securities | — | — | $141K | 1.3% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | Other securities | — | — | $134K | 1.2% | |
| Fidelity MID CAP INDEX | Other securities | — | — | $79K | 0.7% | |
| Fidelity FREEDOM INDEX 2065 IPR | Other securities | — | — | $38K | 0.3% | |
| Vanguard SMALL CAP INDEX ADM | Other securities | — | — | $16K | 0.1% | |
| Fidelity TOTAL MARKET INDEX | Other securities | — | — | $4K | <0.1% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
