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 | $962 | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $700 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Instl Prem | Other securities | — | — | $232K | 26.8% | |
| Empower Funds, Inc. EI Fixed Account - Series Class I | Common Stock | — | — | $141K | 16.3% | |
| Fidelity Freedom Index 2050 Instl Prem | Other securities | — | — | $126K | 14.5% | |
| Fidelity Freedom Index 2055 Instl Prem | Other securities | — | — | $88K | 10.1% | |
| Fidelity Freedom Index 2045 Instl Prem | Other securities | — | — | $71K | 8.2% | |
| STATE ST US BND INDX SL CI XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $53K | 6.2% | |
| Fidelity Total International Index | Other securities | — | — | $34K | 3.9% | |
| STATE ST S&P 500 INDX SL C1 II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 168 | Common Collective Trust | — | — | $28K | 3.3% | |
| Fidelity Freedom Index 2060 Instl Prem | Other securities | — | — | $24K | 2.8% | |
| Blackrock Ishares Russell Small/Mid Cap Index K | Other securities | — | — | $16K | 1.8% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $12K | 1.4% | |
| Fidelity U.S. Sustainability Index Instl | Other securities | — | — | $10K | 1.1% | |
| Fidelity Sustainability Bond Index | Other securities | — | — | $6K | 0.7% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $5K | 0.6% | |
| SSGA RUSSELL LC GROWTH IDX NL CLASS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $4K | 0.4% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $3K | 0.4% | |
| Fidelity Freedom Index 2025 Instl Prem 5 Fidelity Freedom Index 2035 Instl Prem | Other securities | — | — | $3K | 0.3% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $2K | 0.2% | |
| JP Morgan International Focus Fund R6 | Other securities | — | — | $2K | 0.2% | |
| American Funds American Balanced R6 11 Blackrock Sustainable Large Cap Core K 2 Fidelity Advisor Women's Leadership Z | Other securities | — | — | $2K | 0.2% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $2K | 0.2% | |
| Fidelity Mid Cap Growth Index | Other securities | — | — | $2K | 0.2% | |
| STATE STREET NASDAQ 100 INDEX, NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| KANSAS CITY, MO |
| CONTRACT ADMIN |
| $4K |
| — |
