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 | $71K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD CILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID INRET CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $2.5M | 12.4% | |
| AMERICAN CENTURY RD HYBRID 2030 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $2.4M | 12.0% | |
| AMERICAN CENTURY RD HYBRID 2025 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $2.2M | 10.9% | |
| AMERICAN CENTURY RD HYBRID 2035 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.8M | 9.0% | |
| Fidelity 500 Index Mutual Furids | Other securities | — | — | $1.8M | 9.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.2M | 6.2% | |
| American Century RD Hybrid 2045 CL I Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 6.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.2M | 6.0% | |
| EI Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $940K | 4.7% | |
| T. Rowe Price Blue Chip Growth Mutual Funds | Other securities | — | — | $884K | 4.4% | |
| BLACKROCK EAFE EQUITY INDEX FEE CI GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $698K | 3.5% | |
| BlackRock EAFE Equity Index Fee Cl R Common Collective Trust | Common Collective Trusts | — | — | $545K | 2.7% | |
| AMERICAN CENTURY RD HYBRID 2055 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $488K | 2.4% | |
| Participant Loans Interest rate 5.25% - 10.5% | Bonds / Notes | — | — | $425K | 2.1% | |
| Fidelity Mid Cap Index Mutual Funds | Other securities | — | — | $400K | 2.0% | |
| Fidelity Us Bond Index Mutual Funds | Other securities | — | — | $324K | 1.6% | |
| Fidelity Small Cap Index Mutual Funds | Other securities | — | — | $283K | 1.4% | |
| Janus Henderson Small Cap Value N Mutual Funds | Other securities | — | — | $246K | 1.2% | |
| JPMorgan Equity Income R6 Mutual Funds | Other securities | — | — | $222K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $218K | 1.1% | |
| BlackRock Emerging Mkts K Mutual Funds | Other securities | — | — | $165K | 0.8% | |
| Western Asset Core Bond IS Mutual Funds | Other securities | — | — | $65K | 0.3% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $62K | 0.3% | |
| T Rowe Integr US Small-Cap Grwt Eqty Inv Mutual Funds | Other securities | — | — | $32K | 0.2% | |
| PIMCO Real Return Instl Mutual Funds | Other securities | — | — | $24K | 0.1% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $22K | 0.1% | |
| American Century One Choice 2035 R6 Mutual Funds | Other securities | — | — | $15K | <0.1% | |
| PGIM Short-Term Corporate Bd Z Mutual Funds | Other securities | — | — | $14K | <0.1% | |
| American Century One Choice 2050 R6 Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| American Century One Choice In Retire Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2065 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $216 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | WHITE PLAINS, NY | CONTRACT ADMIN | $20K | — |
| THE FINWAY GROUP | — | DES MOINES, IA | CONTRACT ADMIN | $9K | — |
