Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 11-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm 15,408 shares | Other securities | — | — | $3.3M | 17.4% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 46-6258485 / PN 013 | Common Collective Trust | — | — | $2.6M | 14.2% | |
| Vanguard 500 Index Admiral 4,389 shares | Other securities | — | — | $2.4M | 12.8% | |
| Blue Foundry Bancorp Stock Fund 201,880 shares | Common Stock | — | — | $2.0M | 10.6% | |
| Blackrock Lifepath Index Retirement K 84,035 shares | Other securities | — | — | $1.2M | 6.2% | |
| Blackrock Lifepath Index 2030 K 59,845 shares | Other securities | — | — | $1.0M | 5.5% | |
| Blackrock Lifepath Index 2035 K 51,012 shares | Other securities | — | — | $963K | 5.2% | |
| Blackrock Lifepath Index 2040 K 36,658 shares | Other securities | — | — | $749K | 4.0% | |
| Vanguard Value Index Adm 10,056 shares | Other securities | — | — | $664K | 3.6% | |
| Vanguard Mid Cap Index Fund - Admiral 1,858 shares | Other securities | — | — | $607K | 3.3% | |
| Vanguard Small Cap Index Adm 5,204 shares | Other securities | — | — | $599K | 3.2% | |
| Blackrock Lifepath Index 2045 K 22,762 shares | Other securities | — | — | $506K | 2.7% | |
| Dodge & Cox Income X 32,214 shares | Mutual Funds | — | — | $399K | 2.1% | |
| Notes Receivable from Participants 9.50%, maturing through 2032. | Bonds / Notes | — | — | $390K | 2.1% | |
| Blackrock LifePath Index 2060 K 15,267 shares | Other securities | — | — | $329K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral 9,565 shares | Other securities | — | — | $303K | 1.6% | |
| Blackrock Lifepath Index 2050 K 11,591 shares | Other securities | — | — | $269K | 1.4% | |
| Blackrock Lifepath Index 2055 K 10,051 shares | Other securities | — | — | $242K | 1.3% | |
| Blackrock LifePath Index 2065 K 8,705 shares | Other securities | — | — | $132K | 0.7% | |
| Vanguard Real Estate Index Admiral 589 shares | Other securities | — | — | $74K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
