Robyn A. Ricigliano signed Claims Recovery Financial Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Claims Recovery Financial Services LLC's EIN is 20-3866006.
Download the official 2024 Form 5500 (PDF) for Claims Recovery Financial Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Claims Recovery Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | — |
