Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $28K | — |
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Bond Index Fund Inv Registered investment company | Other securities | — | — | $3.6M | 10.1% | |
| Empower Conservative Profile Fund Inv Registered investment company | Other securities | — | — | $3.4M | 9.5% | |
| MFS Growth A Registered investment company | Other securities | — | — | $3.3M | 9.3% | |
| Empower S&P 500 Index Fund Inv Registered investment company | Other securities | — | — | $3.1M | 8.6% | |
| Vanguard Information Technology Idx Adm Registered investment company | Other securities | — | — | $2.9M | 8.3% | |
| Guaranteed Portfolio Fund Insurance company general account | Other securities | — | — | $2.5M | 7.1% | |
| MFS International Diversification A Registered investment company | Other securities | — | — | $2.0M | 5.7% | |
| Notes receivable from participants | Other securities | — | — | $1.5M | 4.3% | |
| JPMorgan Mid Cap Growth R6 Registered investment company | Other securities | — | — | $1.5M | 4.3% | |
| American Funds EuroPacific Gr R4 Registered investment company | Other securities | — | — | $1.4M | 4.0% | |
| MFS Value A Registered investment company | Other securities | — | — | $1.4M | 4.0% | |
| Empower S&P SmallCap 600 Index Fund Inv Registered investment company | Other securities | — | — | $1.1M | 3.1% | |
| Macquarie Emerging Markets Institutional Registered investment company | Other securities | — | — | $1.1M | 3.1% | |
| Empower S&P Mid Cap 400 Index Fund Inv Registered investment company | Other securities | — | — | $1.1M | 3.0% | |
| American Funds Capital World G/I R4 Registered investment company | Other securities | — | — | $900K | 2.5% | |
| Virtus Ceredex Mid-Cap Value Equity I Registered investment company | Other securities | — | — | $796K | 2.2% | |
| PGIM Total Return Bond A Registered investment company | Other securities | — | — | $657K | 1.9% | |
| PGIM Global Total Return R6 Registered investment company | Other securities | — | — | $643K | 1.8% | |
| Macquarie Small Cap Value R6 Registered investment company | Other securities | — | — | $616K | 1.7% | |
| Janus Henderson Triton I Registered investment company | Other securities | — | — | $547K | 1.5% | |
| Empower Moderate Profile Fund Inv Registered investment company | Other securities | — | — | $416K | 1.2% | |
| Blackrock High Yield Bond Inv A Registered investment company | Other securities | — | — | $242K | 0.7% | |
| Principal Real Estate Securities R5 Registered investment company | Other securities | — | — | $220K | 0.6% | |
| MFS International Intrinsic Value A Registered investment company | Other securities | — | — | $164K | 0.5% | |
| Empower Aggressive Profile Fund Inv Registered investment company | Other securities | — | — | $158K | 0.4% | |
| Empower US Govt Securities Fund Inv Registered investment company | Other securities | — | — | $66K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC | — | FAIRFAX, VA | CONTRACT ADMIN | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SINGER LEWAK LLP | — | LOS ANGELES, CA | AUDITOR | $36K | — |
