Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 95-1644604 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Other securities | — | — | $2.9M | 18.9% | |
| Sound Financial Bancorp, Inc. Common Stock | Common Stock | — | — | $1.6M | 10.6% | |
| Vanguard Growth Idx Adm Registered Investment Company | Other securities | — | — | $1.1M | 7.4% | |
| Standard Ins CO Stable Asset GIC, 3.10% interest as of December 31, 2024 | Stable Value | — | — | $909K | 6.0% | |
| Vanguard Developed Mkt Idx Adm Registered Investment Company | Other securities | — | — | $832K | 5.5% | |
| Dodge & Cox Income Fund Registered Investment Company | Other securities | — | — | $780K | 5.1% | |
| Vanguard Value Idx Adm Registered Investment Company | Other securities | — | — | $748K | 4.9% | |
| American Century Government Bond Instl Registered Investment Company | U.S. Treasuries | — | — | $556K | 3.7% | |
| Vanguard Mid-Cap Value Idx Adm Registered Investment Company | Other securities | — | — | $513K | 3.4% | |
| Vanguard Trgt Ret 2050 Registered Investment Company | Other securities | — | — | $485K | 3.2% | |
| Vanguard Trgt Ret 2045 Registered Investment Company | Other securities | — | — | $446K | 2.9% | |
| Vanguard Trgt Ret 2030 Registered Investment Company | Other securities | — | — | $371K | 2.5% | |
| Vanguard Trgt Ret 2035 Registered Investment Company | Other securities | — | — | $368K | 2.4% | |
| Fidelity Small Cap Growth K6 Registered Investment Company | Other securities | — | — | $357K | 2.4% | |
| Lord Abbett Short Duration Registered Investment Company | Other securities | — | — | $356K | 2.4% | |
| JP Morgan Mid Cap Growth R6 Registered Investment Company | Other securities | — | — | $347K | 2.3% | |
| Vanguard Trgt Ret 2040 Registered Investment Company | Other securities | — | — | $341K | 2.3% | |
| Vanguard Mid Cap Idx Adm Registered Investment Company | Other securities | — | — | $278K | 1.8% | |
| Vanguard Small Cap Idx Adm Registered Investment Company | Other securities | — | — | $269K | 1.8% | |
| Schwab Fdmtl Intl Lg Co Idx Registered Investment Company | Common Stock | — | — | $247K | 1.6% | |
| Vanguard Small Cap Value Idx Adm Registered Investment Company | Other securities | — | — | $231K | 1.5% | |
| Vanguard Trgt Ret 2055 Registered Investment Company | Other securities | — | — | $190K | 1.3% | |
| maturing through June 2036 — | Other securities | — | — | $180K | 1.2% | |
| Principal Real Estate Securities Inst Registered Investment Company | Other securities | — | — | $179K | 1.2% | |
| Vanguard Trgt Ret 2065 Registered Investment Company | Other securities | — | — | $158K | 1.0% | |
| Vanguard Trgt Ret 2025 Registered Investment Company | Other securities | — | — | $131K | 0.9% | |
| American Funds New Perspective R6 Registered Investment Company | Other securities | — | — | $114K | 0.8% | |
| Vanguard Trgt Ret 2060 Registered Investment Company | Other securities | — | — | $100K | 0.7% | |
| Vanguard Trgt Ret Income Inv Registered Investment Company | Other securities | — | — | $46K | 0.3% | |
| Vanguard Trgt Ret 2020 Registered Investment Company | Other securities | — | — | $19K | 0.1% | |
| Vanguard Trgt Ret 2070 Registered Investment Company | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL LLC | — | BELLEVUE, WA | OTHER | $5K | — |
