Anne M. Davis signed H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi's EIN is 11-2235604.
Download the official 2024 Form 5500 (PDF) for H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H2M Architects, Engineers, Geology, Land Surveying and Landscape Archi's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2035 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $25.0M | 14.9% | |
| FIDELITY FREEDOM BLEND 2025 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $17.6M | 10.5% | |
| FIDELITY FREEDOM BLEND 2045 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $15.8M | 9.4% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $13.9M | 8.3% | |
| FIDELITY FREEDOM BLEND 2055 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $12.4M | 7.4% | |
| Vanguard Group Vanguard Institutional Index Instl Pl | Mutual Funds | — | — | $11.1M | 6.6% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $8.8M | 5.3% | |
| T. Rowe Price T. Rowe Price Instl Mid-Cap Equity Gr | Other securities | — | — | $5.7M | 3.4% | |
| FUTUREFUNDS SERIES ACCOUNT 11 EMPOWER LIFE & ANNUITY INSURANCE CO OF NY · EIN 93-1225432 / PN 001 | Pooled Separate Account | — | — | $5.5M | 3.3% | |
| MID CAP VALUE/ROBECO BOSTON PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $5.2M | 3.1% | |
| Vanguard Group Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $5.1M | 3.0% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $5.1M | 3.0% | |
| Vanguard Group Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $4.9M | 2.9% | |
| Vanguard Group Vanguard Small Cap Index Instl | Mutual Funds | — | — | $4.3M | 2.6% | |
| Empower Life & Annuity Insurance Company of New York EI Fixed Account - Series Class III | Common Stocks | — | — | $3.9M | 2.3% | |
| Vanguard Group Vanguard Mid Cap Index Ins | Mutual Funds | — | — | $3.2M | 1.9% | |
| FIDELITY FREEDOM BLEND 2030 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $2.5M | 1.5% | |
| FIDELITY FREEDOM BLEND 2050 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $2.4M | 1.4% | |
| FIDELITY FREEDOM BLEND 2060 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| FIDELITY FREEDOM BLEND 2015 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.1M | 1.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $2.1M | 1.2% | |
| Vanguard Group Vanguard FTSE Social Index I | Mutual Funds | — | — | $2.0M | 1.2% | |
| Nuveen Investments Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $2.0M | 1.2% | |
| FIDELITY FREEDOM BLEND 2040 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $1.9M | 1.1% | |
| T. Rowe Price T. Rowe Price QM US Small-Cap Gr Eq I | Other securities | — | — | $1.6M | 0.9% | |
| VICTORY SMALL CAP VALUE COLL 75 THE VICTORY PORTFOLIO · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| FIDELITY FREEDOM BLEND 2020 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| FIDELITY FREEDOM BLEND 2065 COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $987K | 0.6% | |
| Empower Life & Annuity Insurance Company of New York Empower Securefoundation Bal Inst | Common Stocks | — | — | $366K | 0.2% | |
| DAY ONE INCOMEFLEX TRGT BALANCED EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $286K | 0.2% | |
| FIDELITY FREEDOM BLEND INCM COMM FIDELITY INVESTMENTS · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $121K | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JENNISON LARGE CAP GROWTH PGIM INVESTMENTS · EIN 06-1050034 / PN 406 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE/ROBECO BOSTON PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROSWELL, GA |
| OTHER |
| $167K |
| — |
