Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $48K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GENERAL ACCOUNT | Other securities | — | — | $4.2M | 15.6% | |
| VANGUARD | Other securities | — | — | $2.5M | 9.4% | |
| VANGUARD | Other securities | — | — | $2.1M | 7.9% | |
| FIDELITY | Other securities | — | — | $1.8M | 6.8% | |
| VANGUARD | Other securities | — | — | $1.8M | 6.7% | |
| VANGUARD | Other securities | — | — | $1.7M | 6.4% | |
| CLEARBRIDGE | Other securities | — | — | $1.5M | 5.5% | |
| MFS | Other securities | — | — | $1.5M | 5.5% | |
| VANGUARD | Other securities | — | — | $1.2M | 4.4% | |
| PUTNAM | Other securities | — | — | $1.2M | 4.3% | |
| DODGE & COX INCOME-I DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| VANGUARD | Other securities | — | — | $1.0M | 3.8% | |
| VANGUARD | Other securities | — | — | $839K | 3.1% | |
| VANGUARD | Other securities | — | — | $807K | 3.0% | |
| VANGUARD | Other securities | — | — | $787K | 2.9% | |
| VANGUARD | Other securities | — | — | $628K | 2.3% | |
| VANGUARD | Other securities | — | — | $592K | 2.2% | |
| VANGUARD | Other securities | — | — | $459K | 1.7% | |
| BAIRD | Other securities | — | — | $417K | 1.6% | |
| Participant Loans | Participant loans | — | — | $344K | 1.3% | |
| DFA | Other securities | — | — | $208K | 0.8% | |
| VANGUARD | Other securities | — | — | $118K | 0.4% | |
| MASSMUTUAL | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | TPA | $5K | — |
