Angela Hauenstein signed Horner Electric Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horner Electric Inc.'s EIN is 20-1662228.
Download the official 2024 Form 5500 (PDF) for Horner Electric Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horner Electric Inc.'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVSRS | 43-1451524 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $25.4M | 88.7% | |
| JPMORGAN LARGE CAP VALUE R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $3.1M | 10.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $3.1M | 10.7% | |
| PGIM Jennison Mid Cap Growth Fund R6 | Other securities | — | — | $3.0M | 10.5% | |
| Investment Contract * American United Life AUL Stable Value Account | Stable Value | — | — | $2.9M | 10.2% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $1.9M | 6.8% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $1.6M | 5.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.5M | 5.3% | |
| Goldman Sachs Mid Cap Value Fund R6 | Other securities | — | — | $1.4M | 5.0% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $1.4M | 4.8% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $1.1M | 3.9% | |
| American Century Ultra R6 | Other securities | — | — | $1.0M | 3.6% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $915K | 3.2% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $897K | 3.1% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $827K | 2.9% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $582K | 2.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $490K | 1.7% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $451K | 1.6% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $427K | 1.5% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $311K | 1.1% | |
| Loans * Participant loans Interest rates from 4.25 - 9.5% -0- | Bonds / Notes | — | — | $309K | 1.1% | |
| Vanguard Small Cap Growth Index Fund Adm | Common Collective Trusts | — | — | $300K | 1.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $267K | 0.9% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $226K | 0.8% | |
| PGIM Global Real Estate Fund R6 | Other securities | — | — | $216K | 0.8% | |
| Nuveen International Equity Index Fund R6 | Common Collective Trusts | — | — | $147K | 0.5% | |
| PIMCO Real Return Fund Instl | Mutual Funds | — | — | $145K | 0.5% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $48K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
