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 | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Instl | Common Stock | — | — | $5.0M | 15.0% | |
| Vanguard Group Vanguard Target Retirement 2035 Instl | Common Stock | — | — | $4.4M | 13.1% | |
| Vanguard Group Vanguard Target Retirement 2040 Instl | Common Stock | — | — | $3.2M | 9.5% | |
| Vanguard Group Vanguard Target Retirement 2025 Instl | Common Stock | — | — | $3.2M | 9.5% | |
| Vanguard Group Vanguard Target Retirement 2020 Instl | Common Stock | — | — | $3.0M | 8.9% | |
| Vanguard Group Vanguard Target Retirement 2045 Instl | Common Stock | — | — | $2.7M | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2050 Instl | Common Stock | — | — | $2.2M | 6.6% | |
| Vanguard Group Vanguard Target Retirement 2055 Instl | Common Stock | — | — | $2.0M | 6.0% | |
| Charles Schwab S&P 500 Index | Other securities | — | — | $1.9M | 5.7% | |
| Vanguard Group Vanguard Target Retirement 2060 Instl | Common Stock | — | — | $891K | 2.7% | |
| Fidelity Investments Fidelity Total Market Index | Other securities | — | — | $864K | 2.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $791K | 2.4% | |
| Vanguard Group Vanguard Target Retirement Incme Fund | Common Stock | — | — | $788K | 2.4% | |
| Vanguard Group Vanguard Target Retirement 2065 Instl | Common Stock | — | — | $660K | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $544K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $521K | 1.6% | |
| Vanguard Group Vanguard Total Intl Stock Index Admiral | Common Stock | — | — | $377K | 1.1% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral | Common Stock | — | — | $199K | 0.6% | |
| Vanguard Group Vanguard Short-Term Bond Index Adm | Common Stock | — | — | $117K | 0.3% | |
| Vanguard Group Vanguard Treasury Money Market Inv | Cash / Money Market | — | — | $99K | 0.3% | |
| Amunidi US Pioneer Balanced R6 | Mutual Funds | — | — | $49K | 0.1% | |
| Vanguard Group Vanguard Inflation-Protected Secs Adm | Common Stock | — | — | $37K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio | Other securities | — | — | $10K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | OTHER | $27K | — |
