Isabel Madera Caban signed Individual Management C Consultant Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Individual Management C Consultant Inc.'s EIN is 66-0674009.
Download the official 2024 Form 5500 (PDF) for Individual Management C Consultant Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Individual Management C Consultant Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY F | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL RETIRESMART BY JPM 2045 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $392K | 15.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $377K | 14.8% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $370K | 14.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2055 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $352K | 13.8% | |
| MASSMUTUAL RETIRESMART BY JPM 2035 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $272K | 10.6% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $253K | 9.9% | |
| Participant Loans Participant Loans | Participant loans | — | — | $147K | 5.8% | |
| MASSMUTUAL RETIRESMART BY JPM 2025 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $141K | 5.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $75K | 2.9% | |
| Money Market Fund Guaranteed | Cash / Money Market | — | — | $62K | 2.4% | |
| Select Strategic Bond | Mutual Funds | — | — | $38K | 1.5% | |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $38K | 1.5% | |
| MM Retire Smart Int Ret Adm | Mutual Funds | — | — | $22K | 0.9% | |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $13K | 0.5% | |
| MASSMUTUAL RETIRESMART BY JPM IN RE EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $11K | 0.4% | |
| MASSMUTUAL RETIRESMART BY JPM IN RE EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10K | 0.4% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% | |
| Select Equity Opps | Mutual Funds | — | — | $8K | 0.3% | |
| MASSMUTUAL EQUITY OPPORTS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| Select Fundamental Val | Mutual Funds | — | — | $5K | 0.2% | |
| MASSMUTUAL DIVERSIFIED VALUE ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| MASSMUTUAL SMALL CAP OPPS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| FRANKLIN SMALL CAP VALUE ADV FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| INVESCO REAL ESTATE Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Selected Small Cap Growth Eq 967 Mutual Fund Premier International Equity Adm 936 Mutual Fund Premier Start Emrg Mkts Adm | Mutual Funds | — | — | $2K | <0.1% | |
| MASSMUTUAL STRAT EMERG MKTS ADM MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MASSMUTUAL SMALL CAP GR EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $967 | <0.1% | |
| MASSMUTUAL INTERNATIONAL EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $936 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $781 | <0.1% | |
| MASSMUTUAL MID CAP VALUE ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $775 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OJEDA CPA GROUP PSC | — | PONCE, PR | AUDITOR | $6K | — |
