Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREEN WOOD VILLAGE, CO | RECORD KEEPER | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RODRIGUEZ TORRES | — | HATO REY, PR | INVESTMENT ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.2M | 29.9% | |
| MASSMUTAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.0M | 14.4% | |
| SAGIC DIVERSIFIED BOND II FIXED ANNUITIES | Other securities | — | — | $1.3M | 9.2% | |
| INDEXSELECT CONSERV RET FUND CL I GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $1.3M | 8.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.1M | 7.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $694K | 5.0% | |
| MASS MUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $378K | 2.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I COLLECTIVE TRUST FUNDS | Common Collective Trusts | — | — | $364K | 2.6% | |
| INDEXSELECT CONSERVE RET FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $364K | 2.6% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $341K | 2.4% | |
| INDEXSELECT CONSERV 2035 FD CL I GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $289K | 2.1% | |
| MASSMUTUAL GLOBAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $228K | 1.6% | |
| INDEXSELECT AGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $205K | 1.5% | |
| INDEXSELECT AGGRESSIVE 2045 FD CL I GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $193K | 1.4% | |
| Notes receivable from participants 34 loans at 4.25% to 10.65% interest | Bonds / Notes | — | — | $139K | 1.0% | |
| INDEXSELECT AGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $79K | 0.6% | |
| INDEXSELECT AGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $58K | 0.4% | |
| MASSMUTUAL US GOVT MNY MKT R5 MONEY MARKET | Cash / Money Market | — | — | $53K | 0.4% | |
| MASSMUTUAL OVERSEAS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $32K | 0.2% | |
| MASSMUTUAL US GOVT MNY MKT R5 MONEY MARKET | Cash / Money Market | — | — | $22K | 0.2% | |
| DODGE & COX INCOME - I DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| MFS EMERGING MARKETS EQUITY R6 VARIABLE ANNUITIES | Other securities | — | — | $10K | <0.1% | |
| RODI CARGO INT'L GROUP, INC. MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| INDEX SELECT MODERATE 2065 FUND CL GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT AGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMLIS | — | SPRINGFIELD, MA | BROKER/ ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL PENSION CONSULTANTS | — | BOCA RATON, FL | CONTRACT ADMIN | $135 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | OTHER | $19K | — |
