Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL SELTRP RETIREMENT 2040 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $797K | 17.3% | |
| MASSMUTUAL SELTRP RETIREMENT 2050 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $531K | 11.5% | |
| MASSMUTUAL SELTRP RETIREMENT 2055 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $351K | 7.6% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $341K | 7.4% | |
| MASSMUTUAL SELTRP RETIREMENT 2030 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $334K | 7.2% | |
| MASSMUTUAL SELTRP RETIREMENT 2045 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $275K | 6.0% | |
| MassMutual * Guaranteed interest account | Other securities | — | — | $218K | 4.7% | |
| MASSMUTUAL SELTRP RETIREMENT 2020 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $182K | 3.9% | |
| MASSMUTUAL SELTRP RETIREMENT 2035 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $176K | 3.8% | |
| Columbia Large Cap Enhanced Core Instl | Other securities | — | — | $173K | 3.7% | |
| Western Asset Western Asset Core Plus Bond Is | Other securities | — | — | $148K | 3.2% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $145K | 3.1% | |
| Claims Recovery Financial Services Participant loans interest rates 401(k) Plan * ranging from 4.25% - 9.5% | Bonds / Notes | — | — | $118K | 2.5% | |
| MASSMUTUAL EQUITY OPPORTS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $110K | 2.4% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $86K | 1.9% | |
| AMERICANFUNDS EUROPACIFIC GROWTH R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $76K | 1.6% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $76K | 1.6% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $68K | 1.5% | |
| Diamond Hill Diamond Hill Large Cap Y | Other securities | — | — | $51K | 1.1% | |
| Vangaurd Vanguard Tax-Managed Small Cap Adm | Mutual Funds | — | — | $51K | 1.1% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $49K | 1.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $40K | 0.9% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $37K | 0.8% | |
| Invesco Global Opportunities R6 | Mutual Funds | — | — | $24K | 0.5% | |
| INVESCO DEVELOPING MARKETS R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20K | 0.4% | |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $19K | 0.4% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $17K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMIN VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| AllianceBernstein Ab Global Bond Z | Other securities | — | — | $16K | 0.4% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $15K | 0.3% | |
| MASSMUTUAL SELTRP RETIREMENT 2060 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14K | 0.3% | |
| MASSMUTUAL SELTRP RETIRMENT 2025 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $12K | 0.2% | |
| VANGUARD TOTAL BOND MARKETINDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION SERVICES INC | — | WILLIAMSVILLE, NY | CONTRACT ADMIN | $7K | — |
