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 |
|---|---|---|---|---|---|
| CODE WAECHTER,LLC | 82-2649450 | — | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | CONTRACT ADMINISTRATOR | $5K | — |
| KB PENSION SERVICES, INC. | 65-0721164 | — | TPA | $185 | — |
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 |
|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.4M | 17.7% |
| SMALL/MID CAP GROWTH (DRIEHAUS) DRIEHAUS · EIN 04-1590850 / PN 046 | Pooled Separate Account | $605K | 7.5% |
| MASSMUTUAL 60/40 ALLOCATION R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account |
| $542K |
| 6.7% |
| MM S&P 500 INDEX R4 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $539K | 6.6% |
| MASSMUTUAL 80/20 ALLOCATION R4 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $420K | 5.2% |
| MASSMUTUAL EQUITY OPPORTS R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $276K | 3.4% |
| MASSMUTUAL RETIRE SMART BY JPM 2035 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $273K | 3.4% |
| MASSMUTUAL OVERSEAS A MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $221K | 2.7% |
| MASSMUTUAL 40/60 ALLOCATION R4 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $194K | 2.4% |
| INVESCO CORE BOND A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $167K | 2.1% |
| MASSMUTUAL MAIN STREET ADM MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $85K | 1.0% |
| MASSMUTUAL RETIRE SMART BY JPM 2055 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $76K | 0.9% |
| MASSMUTUAL FUNDAMENTAL VALUE R4 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $73K | 0.9% |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $70K | 0.9% |
| MASSMUTUAL SMALL COMPANY VALUE A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $65K | 0.8% |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $65K | 0.8% |
| MASSMUTUAL RETIRE SMART BY JPM 2045 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $59K | 0.7% |
| AMERICAN CENTURY MID CAP VALUE A AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $49K | 0.6% |
| PIMCO INCOME R PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $42K | 0.5% |
| MASSMUTUAL HIGH YIELD SVC MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $42K | 0.5% |
| AMERICAN CENTURY REAL ESTATE A AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $38K | 0.5% |
| MASSMUTUAL RETIRE SMART BY JPM 2050 MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $32K | 0.4% |
| MFS NEW DISCOVERY R3 MASSACHUSETTS MUTUAL LIFE INSURANCE CMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $30K | 0.4% |
| MASSMUTUAL 20/80 ALLOCATION R4 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $28K | 0.4% |
| MASSMUTUAL GLOBAL ADM MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $28K | 0.3% |
| INVESCO VALUE OPPORTUNITIES A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $26K | 0.3% |
| MASSMUTUAL RETIRESMART BY JPM 2025 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $25K | 0.3% |
| MASSMUTUAL RETIRESMART BY JPM 2060 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $12K | 0.1% |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $11K | 0.1% |
| MASSMUTUAL DISCIPLINED GR SVC MASSACHUSETTES MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| TEMPLETON GLOBAL BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| INVESCO OPPENHEIMER INTERNATIONAL G INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
