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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | — | SEATTLE, WA | INVESTMENT ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 - | Other securities | — | — | $2.1M | 20.0% | |
| Vanguard Target Retirement 2025 - | Other securities | — | — | $1.0M | 9.7% | |
| Vanguard Target Retirement 2050 - | Other securities | — | — | $852K | 8.0% | |
| Vanguard Target Retirement Income - | Other securities | — | — | $795K | 7.4% | |
| Vanguard Growth - | Other securities | — | — | $705K | 6.6% | |
| Vanguard Target Retirement 2045 - | Other securities | — | — | $558K | 5.2% | |
| Vanguard Target Retirement 2035 - | Other securities | — | — | $533K | 5.0% | |
| Vanguard Intermediate Term Bond - | Other securities | — | — | $533K | 5.0% | |
| Empower Annuity*** Key Guaranteed Portfolio Fund**** - | Other securities | — | — | $519K | 4.9% | |
| Vanguard Target Retirement 2055 - | Other securities | — | — | $482K | 4.5% | |
| Franklin Templeton Franklin Small Cap Growth - | Other securities | — | — | $352K | 3.3% | |
| Vanguard Target Retirement 2020 - | Other securities | — | — | $296K | 2.8% | |
| Vanguard Target Retirement 2040 - | Other securities | — | — | $286K | 2.7% | |
| Vanguard 500 - | Other securities | — | — | $258K | 2.4% | |
| Vanguard High-Yield Corporate - | Other securities | — | — | $228K | 2.1% | |
| Vanguard Value - | Other securities | — | — | $174K | 1.6% | |
| Seafarer Funds Seafarer Overseas Growth and Income - | Other securities | — | — | $169K | 1.6% | |
| PIMCO International Bond - | Other securities | — | — | $152K | 1.4% | |
| Vanguard Mid-Cap Value - | Other securities | — | — | $116K | 1.1% | |
| Vanguard Target Retirement 2060 - | Other securities | — | — | $111K | 1.0% | |
| Vanguard Target Retirement 2065 - | Other securities | — | — | $98K | 0.9% | |
| T. Rowe Price T. Rowe Price Overseas - | Other securities | — | — | $97K | 0.9% | |
| through December 2029. -0- | Other securities | — | — | $88K | 0.8% | |
| Vanguard Mid-Cap Growth - | Other securities | — | — | $41K | 0.4% | |
| TCW Emerging Markets Income I - | Other securities | — | — | $22K | 0.2% | |
| Victory Capital Victory Trivalent International Small Cap - | Other securities | — | — | $21K | 0.2% | |
| Principal Small-Cap Value II - | Other securities | — | — | $21K | 0.2% |
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 |
|---|---|---|---|---|---|
| PRIME RETIREMENT SOLUTIONS LLC | — | FLORHAM PARK, NJ | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEIHAUS CPA, PC | — | ESCONDIDO, CA | AUDITOR | $14K | — |
