Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AST Wilmington Trust Large Cap Value I1 | Other securities | — | — | $340K | 23.8% | |
| AST Wilmington Trust My Retirement Path Moderate 2045 R | Other securities | — | — | $232K | 16.3% | |
| AST Wilmington Trust My Retirement Path Moderate 2055 R | Other securities | — | — | $197K | 13.8% | |
| AST Wilmington Trust Core Bond I1 | Other securities | — | — | $183K | 12.8% | |
| Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Other securities | — | — | $168K | 11.8% | |
| AST Wilmington Trust Blackrock Equity Index 1 | Other securities | — | — | $125K | 8.8% | |
| American Century Investments American Century Small Cap Value R6 | Other securities | — | — | $80K | 5.6% | |
| AST Wilmington Trust My Retirement Path Moderate 2035 R | Other securities | — | — | $72K | 5.1% | |
| AST Wilmington Trust Blackrock EAFE Equity Index 1 | Other securities | — | — | $32K | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $6K |
| — |
