Bastiann Jansen signed Citco Technology Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citco Technology Management, Inc.'s EIN is 65-0307157.
Download the official 2024 Form 5500 (PDF) for Citco Technology Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citco Technology Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $358K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $55.5M | 20.5% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $43.7M | 16.1% | |
| SAGIC DIVERSIFIED BOND I | Other securities | — | — | $27.9M | 10.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2040 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17.2M | 6.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2050 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14.5M | 5.4% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | — | — | $12.5M | 4.6% | |
| MASSMUTUAL SELECT TRP RETIRE 2030 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10.9M | 4.0% | |
| MASSMUTUAL SMAL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.3M | 3.8% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $10.3M | 3.8% | |
| VANGUARD SMALL CAP INDEX INSTL | Mutual Funds | — | — | $9.9M | 3.7% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.0M | 2.6% | |
| MASS MUTUAL CORE BOND R5 | Other securities | — | — | $7.0M | 2.6% | |
| MASSMUTUAL STRATEGIC BONDS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.0M | 2.6% | |
| CLEARBRIDGE INTERNATIONAL GROWTH A | Other securities | — | — | $5.9M | 2.2% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950890 / PN 013 | Common Collective Trust | — | — | $5.9M | 2.2% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $5.6M | 2.1% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $5.1M | 1.9% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.7M | 1.7% | |
| AMERCIAN FUNDS AMERICAN BALANCED R5 AMERCIAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4.4M | 1.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $3.8M | 1.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 1.0% | |
| PIMCO HIGH YIELD A PIMCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.3M | 0.8% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $1.8M | 0.7% | |
| AMERICAN BEACON SMALL CP VAL INV AMERICAN BEACON · EIN 27-6334452 / PN 003 | Pooled Separate Account | — | — | $1.6M | 0.6% | |
| MASSMUTUAL SELECT TRP RETIRE 2020 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $702K | 0.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2010 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $107K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD INSTITUTIONAL INDEX I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MIDCAP INDEX INSTITUTIONAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING HOLDCO LLC DBA CR |
| — |
| OVERLAND PARK, KS |
| NONE |
| $46K |
| — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $39K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $2K | — |
