Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE OF AMERIC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUTLER INVESTMENT GROUP | — | JACKSONVILLE, OR | INVESTMENT ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 K | Other securities | — | — | $9.4M | 15.6% | |
| State Street Target Retirement 2045 K | Other securities | — | — | $8.2M | 13.6% | |
| Cutler Equity Fund Class II Shares | Other securities | — | — | $6.5M | 10.9% | |
| State Street Target Retirement 2055 K | Other securities | — | — | $5.3M | 8.8% | |
| State Street Target Retirement K | Other securities | — | — | $4.7M | 7.8% | |
| State Street Target Retirement 2025 K | Other securities | — | — | $4.1M | 6.8% | |
| Dodge & Cox Income - I | Other securities | — | — | $3.7M | 6.1% | |
| Empower EI Fixed Account - Series Class I | Other securities | — | — | $2.7M | 4.4% | |
| Goldman Sachs Absolute Return Tracker I | Other securities | — | — | $2.4M | 3.9% | |
| Vanguard Growth Index Adm | Other securities | — | — | $1.9M | 3.2% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $1.6M | 2.7% | |
| Vanguard Emerging Markets Stock Index Adm | Other securities | — | — | $1.4M | 2.3% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $823K | 1.4% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $653K | 1.1% | |
| Northern Mid Cap Index | Other securities | — | — | $616K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $519K | 0.9% | |
| Vanguard Value Index Adm | Other securities | — | — | $188K | 0.3% | |
| IShares Developed Real Estate Index Inv A | Other securities | — | — | $81K | 0.1% | |
| Vanguard Energy Index Adm | Other securities | — | — | $40K | <0.1% | |
| Fidelity Advisor Gold Z | Other securities | — | — | $20K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl 190 State Street Global Advisors State Street Aggregate Bond Index K 180 Vanguard Emerging Markets Stock Index Adm | Cash / Money Market | — | — | $2K | <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. | — | CHARLOTTE, NC | CONTRACT ADMINISTRATOR | $8K | — |
