This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY INS. CO | 84-0467907 | — | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS LLC | — | BUFFALO, NY | INVETMENT ADVISOR | $20K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISOR | $3K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $3.0M | 18.0% |
| MASS MUTUAL EQUITY OPPORTS MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $538K | 3.2% |
| T ROWE PRICE NEW HORIZONS I T ROWE PRICE · EIN 90-0779283 / PN 000 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION & FINANCIAL SERVICES | 16-1062503 | — | TPA | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LASALLE ST SECURITIES LLC | 52-2175592 | — | SHAREHOLDER SRV PROVIDER | $0 | — |
| $490K |
| 2.9% |
| MASS MUTUAL MID CAP GROWTH I MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASS MUTUAL BLUE CHIP GROWTH I MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
