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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $53 | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL 80/20 ALLOCATION ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $201K | 34.6% |
| MASSMUTUAL RETIRESMART BY JPM 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $110K | 19.0% |
| MASSMUTUAL RETIRESMART BY JPM 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $68K | 11.7% |
| Direct comp |
|---|
| Indirect comp |
|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $2K | — |
| MASSMUTUAL RETIRESMART JPM 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 |
Pooled Separate Account |
| $50K |
| 8.7% |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $31K | 5.4% |
| MASS MUTUAL RETIRE SMART JPM 2055 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $25K | 4.2% |
| MASS MUTUAL BLUE CHIP GROWTH ADM MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $19K | 3.4% |
| AMERICAN FUNDS CAPITAL WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $15K | 2.5% |
| EMPOWER S&P MID CAP 400 INDEX EMPOWER FUNDS · EIN 84-0876044 / PN 000 | Pooled Separate Account | $13K | 2.2% |
| MASSMUTUAL RETIRESMART BY JPM 2060 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $12K | 2.2% |
| EMPOWER SP SMALL CAP 600 INDEX INV EMPOWER FUNDS · EIN 84-0876044 / PN 000 | Pooled Separate Account | $9K | 1.6% |
| MASS MUTUAL TOTAL RETURN BOND ADM MASS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $8K | 1.4% |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $7K | 1.2% |
| INVESCO REAL ESTATE R5 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4K | 0.6% |
| MFS GOVERMENT SECURITIES MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3K | 0.6% |
| MACQUARIE EMERGING MARKETS INST MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3K | 0.5% |
| MASS MUTUAL OVERSEAS ADM MASSMTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1K | 0.2% |
| MASS MUTUAL 20/80 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $135 | <0.1% |
