Heather Henderson signed Hoerbiger America Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoerbiger America Holding, Inc.'s EIN is 20-3965560.
Download the official 2024 Form 5500 (PDF) for Hoerbiger America Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoerbiger America Holding, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $171K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - | Common Collective Trusts | — | — | $23.2M | 12.0% | |
| PUTNAM STABLE VALUE FUND PUTNUM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21.0M | 10.9% | |
| Vanguard Institutional Target Retirement 2025 - | Mutual Funds | — | — | $15.6M | 8.1% | |
| Vanguard Institutional Target Retirement 2030 - | Mutual Funds | — | — | $13.9M | 7.2% | |
| Vanguard Institutional Target Retirement 2035 - | Mutual Funds | — | — | $11.8M | 6.1% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY TRUST COMPANY,LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $11.7M | 6.0% | |
| Vanguard Institutional Target Retirement 2045 - | Mutual Funds | — | — | $10.9M | 5.7% | |
| Vanguard Institutional Target Retirement 2040 - | Mutual Funds | — | — | $10.2M | 5.3% | |
| Vanguard Mid Cap Index - | Mutual Funds | — | — | $8.8M | 4.6% | |
| Vanguard Institutional Target Retirement 2050 - | Mutual Funds | — | — | $7.4M | 3.9% | |
| Vanguard Small Cap Index - | Mutual Funds | — | — | $6.9M | 3.6% | |
| Vanguard Total Bond Market Index - | Mutual Funds | — | — | $5.6M | 2.9% | |
| Vanguard Institutional Target Retirement 2020 - | Mutual Funds | — | — | $5.4M | 2.8% | |
| Janus Vanguard Total International Stock Index - | Mutual Funds | — | — | $5.3M | 2.8% | |
| Vanguard Institutional Target Retirement 2055 - | Mutual Funds | — | — | $5.2M | 2.7% | |
| Vanguard Institutional Target Retirement Income - | Mutual Funds | — | — | $4.6M | 2.4% | |
| Vanguard Institutional Target Retirement 2060 - | Mutual Funds | — | — | $4.6M | 2.4% | |
| Empower Self-Directed Brokerage - | Self-Directed Brokerage | — | — | $3.3M | 1.7% | |
| Blackrock Equity Dividend Institutional - | Other securities | — | — | $3.2M | 1.7% | |
| Pimco Income Institutional - | Mutual Funds | — | — | $2.9M | 1.5% | |
| Participants Notes receivable with interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $2.7M | 1.4% | |
| MFS International Diversification R6 - | Mutual Funds | — | — | $2.5M | 1.3% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK TRUST COMPANY,LLC · EIN 45-2395022 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| Vanguard Institutional Target Retirement 2065 - | Mutual Funds | — | — | $2.1M | 1.1% | |
| Janus Henderson Triton - | Mutual Funds | — | — | $573K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 - | Mutual Funds | — | — | $449K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY TRUST COMPANY,LLC · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $288K | 0.1% | |
| MFS Mid Cap Value - | Mutual Funds | — | — | $183K | <0.1% | |
| Pimco All Asset Institutional - | Mutual Funds | — | — | $80K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| NONE |
| $60K |
| — |
| AHEARN JASCO + COMPANY PA | — | POMPANO BEACH, FL | NONE | $20K | — |
