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 ANNUITY INSURANCE COMPANY O | — | — | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | 16-1092347 | — | AUDITOR | $17K | — |
| JUDITH J GUSH | 47-2595681 | — | OUTSIDE ACCOUNTANT | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL RETIRESMART BY JPM 2050 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $3.4M | 11.9% |
| MASSMUTUAL BALANCED SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.8M | 10.1% |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.7M | 9.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL 112 ANN | 16-1350306 | — | PLAN SPONSOR | $55K | — |
| SHEET METAL WORKERS LOCAL 112 | 16-0578131 | — | ADMINISTRATION | $15K | — |
| SMW LOCAL 112 WELFARE FUND | 16-6052225 | — | UNION BENEFIT FUND | $13K | — |
| EMPOWER ADVISORY GROUP LLC | — | — | INVESTMENT MGR | $2K | — |
| AMERICAN CENTURY | 43-1819235 | — | INVESTMENT PROVIDER | — | — |
| INVESCO | 84-0933032 | — | INVESTMENT PROVIDER | — | — |
| MASS MUTUAL | — | — | INVESTMENT PROVIDER | — | — |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 |
Pooled Separate Account |
| $2.1M |
| 7.5% |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.8M | 6.5% |
| AMERICAN CENTURY EQUITY GROWTH INV AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.5M | 5.4% |
| MASSMUTUAL SMALL CAP GR EQ SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 4.5% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.2M | 4.4% |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $958K | 3.4% |
| MASSMUTUAL BLUE CHIP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $917K | 3.3% |
| INVESCO SMALL CAP VALUE A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | $482K | 1.7% |
| MASSMUTUAL DIVERSIFIED BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $433K | 1.5% |
| PRM CR VAL EQ WLLGTN-BRNDYWN-TRP PRM CR VAL EQ(WLLGTN-BRNDYWN-TRP) · EIN 04-1590850 / PN 000 | Pooled Separate Account | $399K | 1.4% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $244K | 0.9% |
| MASSMUTUAL RETIRESMART BY JPM 2020 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $158K | 0.6% |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $151K | 0.5% |
| MASSMUTUAL RETIRESMART BY JPM IN RE MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $7K | <0.1% |
