Timothy Johnston signed IVES Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IVES Bank's EIN is 86-3388610.
Download the official 2024 Form 5500 (PDF) for IVES Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IVES Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $10K | — |
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 SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $4.2M | 16.4% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.0M | 15.3% | |
| MM SANDP 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.3M | 12.8% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.6% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.6% | |
| MASSMUTUAL SMALL CAP GR EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $871K | 3.4% | |
| MASSMUTUAL DIVERSFIED VALUE ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $776K | 3.0% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $773K | 3.0% | |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $604K | 2.3% | |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $571K | 2.2% | |
| MASSMUTUAL EQUITY OPPORTS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $393K | 1.5% | |
| MASSMUTUAL OVERSEAS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $389K | 1.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $365K | 1.4% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $342K | 1.3% | |
| MASSMUTUAL SMALL COMPANY VAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $238K | 0.9% | |
| VOYA STRATEGIC INCOME OPPORTUNITIES VOYA · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $234K | 0.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $163K | 0.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $144K | 0.6% | |
| EMPOWER SANDP SMALLCAP 600 INDEX IN EMPOWER FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $78K | 0.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $69K | 0.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $65K | 0.3% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPWER FUNDS · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $53K | 0.2% | |
| MassMutual US Government Money Market Fund " | Cash / Money Market | — | — | $50K | 0.2% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $50K | 0.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $35K | 0.1% | |
| EMPOWER INTERNATIONAL INDEX INV EMPOWER FUNDS · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $33K | 0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $488 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
