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 | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Other securities | — | — | $1.7M | 15.9% | |
| Voya Intermediate Bond R6 | Other securities | — | — | $1.3M | 11.6% | |
| BlackRock iShares S&P 500 Index K | Other securities | — | — | $1.2M | 10.8% | |
| MFS Growth R6 | Other securities | — | — | $1.0M | 9.6% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $809K | 7.5% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $718K | 6.6% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $702K | 6.5% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $463K | 4.3% | |
| Hartford Mutual Funds Hartford International Opportunities R6 | Other securities | — | — | $430K | 4.0% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $355K | 3.3% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $331K | 3.1% | |
| BlackRock iShares Russell Mid-Cap Index K | Other securities | — | — | $278K | 2.6% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $241K | 2.2% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $226K | 2.1% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | Other securities | — | — | $221K | 2.0% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $204K | 1.9% | |
| BlackRock iShares Russell 2000 Small-Cap Index K | Other securities | — | — | $191K | 1.8% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $150K | 1.4% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $148K | 1.4% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $69K | 0.6% | |
| MFS New Discovery Value R6 | Other securities | — | — | $68K | 0.6% | |
| Franklin Templeton Investments ClearBridge Small Cap Growth IS | Other securities | — | — | $25K | 0.2% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $25K |
| — |
