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 | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANGEMENT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | Other securities | — | — | $1.6M | 15.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $1.4M | 13.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $1.2M | 11.9% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Other securities | — | — | $1.2M | 11.3% | |
| Vanguard 500 Index Fund Mutual Fund | Other securities | — | — | $1.0M | 9.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $815K | 8.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $470K | 4.6% | |
| DFA U.S. Core Equity Fund Mutual Fund | Other securities | — | — | $348K | 3.4% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Other securities | — | — | $319K | 3.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $310K | 3.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $306K | 3.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $256K | 2.5% | |
| DFA Real Estate Securities Fund Mutual Fund | Other securities | — | — | $233K | 2.3% | |
| DFA U.S. Small Cap Value Fund Mutual Fund | Other securities | — | — | $203K | 2.0% | |
| DFA International Core Equity Fund Mutual Fund | Other securities | — | — | $182K | 1.8% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | Other securities | — | — | $106K | 1.0% | |
| Key Guaranteed Portfolio Fund Group Annuity Contract | Common Stock | — | — | $70K | 0.7% | |
| Participant Loans Interest at 4.25% to 9.50% $0 | Bonds / Notes | — | — | $56K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $47K | 0.5% | |
| DFA Investment Grade Bond Fund Mutual Fund | Other securities | — | — | $37K | 0.4% | |
| DFA One-Year Fixed Income Fund Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| DFA Short-Term Extended Quality Fund Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| DFA International Value Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Cash | Cash / Money Market | — | — | $2K | <0.1% | |
| DFA U.S. Large Cap Value Fund Mutual Fund | 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.
| CLIFTONLARSONALLEN WEALTH ADVISORS | — | PHILADELPHIA, PA | OTHER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT INC. | — | APPLETON, WI | OTHER | $250 | — |
