LISA Bowman signed AHA Consulting Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AHA Consulting Engineers, Inc.'s EIN is 04-3130168.
Download the official 2024 Form 5500 (PDF) for AHA Consulting Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AHA Consulting Engineers, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $5.3M | 12.5% | |
| Fidelity Growth CO K6 Mutual Fund | Mutual Funds | — | — | $4.6M | 10.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.8M | 9.0% | |
| JPM US Research Enhanced Equity R6 Mutual Fund | Other securities | — | — | $3.6M | 8.6% | |
| Fidelity Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 6.0% | |
| Fidelity Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $2.5M | 5.9% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.9M | 4.5% | |
| John Hancock Bond R6 Mutual Fund | Other securities | — | — | $1.6M | 3.7% | |
| COL Dividend Income I3 Mutual Fund | Other securities | — | — | $1.5M | 3.6% | |
| Fidelity Low-Priced ST K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 3.4% | |
| Fidelity Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| 03/06/2034 ** Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| Fidelity Diversified Intl K Mutual Fund | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| MM Small Cap Growth Equity 1 Mutual Fund | Other securities | — | — | $1.1M | 2.5% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $896K | 2.1% | |
| Fidelity Growth Strategy K6 Mutual Fund | Mutual Funds | — | — | $875K | 2.1% | |
| Fidelity Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $783K | 1.8% | |
| American Funds Balanced R6 Mutual Fund | Mutual Funds | — | — | $694K | 1.6% | |
| Fidelity Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $532K | 1.2% | |
| Fidelity International Sm Cap Opp Mutual Fund | Mutual Funds | — | — | $408K | 1.0% | |
| Fidelity Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $370K | 0.9% | |
| Fidelity Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $348K | 0.8% | |
| Participant loans Participant loans | Participant loans | — | — | $281K | 0.7% | |
| Fidelity Freedom 2010 K6 Mutual Fund | Mutual Funds | — | — | $128K | 0.3% | |
| Northern Sm Cap Core Mutual Fund | Other securities | — | — | $103K | 0.2% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $96K | 0.2% | |
| Fidelity Freedom 2015 K6 Mutual Fund | Mutual Funds | — | — | $78K | 0.2% | |
| AS SPL Mid CP Val R6 Mutual Fund | Other securities | — | — | $54K | 0.1% | |
| Fidelity Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $49K | 0.1% | |
| Fidelity Freedom Inc K6 Mutual Fund | Mutual Funds | — | — | $46K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
