LISA Pettigrew signed History Maker Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
History Maker Homes' EIN is 20-0500170.
Download the official 2024 Form 5500 (PDF) for History Maker Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)History Maker Homes' 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VPAG LLC DBA VISIONPOINT ADVISORY G | — | DALLAS, TX | INVESTMENT ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Investments BlackRock LifePath Index 2040 K N/R | Mutual Funds | — | — | $2.1M | 17.6% | |
| Blackrock Investments BlackRock LifePath Index 2030 K N/R | Other securities | — | — | $1.6M | 12.9% | |
| Blackrock Investments BlackRock LifePath Index 2035 K N/R | Other securities | — | — | $1.2M | 9.9% | |
| Blackrock Investments BlackRock LifePath Index Retirement K N/R | Other securities | — | — | $1.1M | 9.3% | |
| Blackrock Investments BlackRock LifePath Index 2055 K N/R | Other securities | — | — | $934K | 7.8% | |
| Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $740K | 6.1% | |
| Blackrock Investments BlackRock LifePath Index 2050 K N/R | Other securities | — | — | $661K | 5.5% | |
| Blackrock Investments BlackRock LifePath Index 2060 K N/R | Other securities | — | — | $649K | 5.4% | |
| Blackrock Investments BlackRock LifePath Index 2045 K N/R | Other securities | — | — | $581K | 4.8% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $385K | 3.2% | |
| FLEXPATH STABLE VALUE FUND CL R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $384K | 3.2% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $317K | 2.6% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $281K | 2.3% | |
| Participant Loans * Participant Loans Interest Rates: 6.50% - 9.50% $0 | Bonds / Notes | — | — | $212K | 1.8% | |
| Blackrock Investments BlackRock LifePath Index 2065 K N/R | Other securities | — | — | $195K | 1.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $185K | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $166K | 1.4% | |
| PIMCO Income Instl N/R | Mutual Funds | — | — | $93K | 0.8% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $69K | 0.6% | |
| Cohen & Steers Cohen and Steers Instl Realty Shares N/R | Other securities | — | — | $59K | 0.5% | |
| American Investments American Century Small Cap Growth N/R | Other securities | — | — | $44K | 0.4% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $35K | 0.3% | |
| Fund R6 Fidelity Investments Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $33K | 0.3% | |
| PGIM High-Yield R6 N/R | Other securities | — | — | $18K | 0.1% | |
| JPMorgan Mid Cap Growth R6 N/R | Other securities | — | — | $13K | 0.1% | |
| Dodge & Cox Dodge & Cox Global Bond - I N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 N/R | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
