Heartland Fabrication, LLC's EIN is 20-3489593.
Download the official 2024 Form 5500 (PDF) for Heartland Fabrication, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Fabrication, LLC'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 ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.8M | 97.2% | |
| PUTNAM RETIREMENT ADV 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $781K | 13.1% | |
| PUTNAM RETIREMENT ADV 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $768K | 12.8% | |
| PUTNAM RETIREMENT 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $666K | 11.1% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $566K | 9.5% | |
| PUTNAM RETIREMENT ADV 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $539K | 9.0% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $527K | 8.8% | |
| PUTNAM RETIREMENT ADV 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $470K | 7.9% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $417K | 7.0% | |
| PUTNAM RETIREMENT ADV 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $290K | 4.9% | |
| PUTNAM RETIREMENT ADV 2025 X PUTNAME INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $128K | 2.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES AST WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $70K | 1.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | THE WOODLAND, TX | CONTRACT AMDIN | $7K | — |
