Lydia Strunk signed H.A. Berkheimer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.A. Berkheimer, Inc.'s EIN is 23-1669661.
Download the official 2024 Form 5500 (PDF) for H.A. Berkheimer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.A. Berkheimer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $27.0M | 93.2% | |
| Common Collective Trust MyCompass Index Moderate 2035 Fund R N/R | Common Collective Trusts | — | — | $7.3M | 25.3% | |
| Common Collective Trust MyCompass Index Moderate Ret Fund R N/R | Common Collective Trusts | — | — | $6.2M | 21.4% | |
| Common Collective Trust MyCompass Index Moderate 2045 Fund R N/R | Common Collective Trusts | — | — | $5.1M | 17.6% | |
| Common Collective Trust MyCompass Index Moderate 2055 Fund R N/R | Common Collective Trusts | — | — | $2.1M | 7.4% | |
| Guaranteed Investment Voya Fixed Account N/R | Other securities | — | — | $1.5M | 5.2% | |
| Contract Mutual Fund AB Large Cap Growth Fund - Class Z N/R | Common Stocks | — | — | $1.0M | 3.5% | |
| Common Collective Trust BlackRock Equity Index Fund - Class 1 N/R | Common Collective Trusts | — | — | $587K | 2.0% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $561K | 1.9% | |
| Goldman Sachs International Small Cap N/R 351 Insight Fund - Class R6 * Participant loans Interest rates: 3.25% - 8.50% $0 | Mutual Funds | — | — | $449K | 1.5% | |
| Mann&Napier Discpl Val U CIT Common Collective Trust | Common Collective Trusts | — | — | $357K | 1.2% | |
| GG EuroPacific Growth CT Common Collective Trust | Common Collective Trusts | — | — | $332K | 1.1% | |
| American Funds American Balanced Fund - N/R | Mutual Funds | — | — | $314K | 1.1% | |
| Class R-6 Common Collective Trust Core Bond Fund Class R1 N/R | Common Collective Trusts | — | — | $312K | 1.1% | |
| Common Collective Trust BlackRock US Debt Index Fund - Class 1 N/R | Common Collective Trusts | — | — | $280K | 1.0% | |
| Common Collective Trust MyCompass Index Aggressive 2055 Fund R N/R | Common Collective Trusts | — | — | $243K | 0.8% | |
| Janus Henderson Multi Sector Income Fund - N/R | Mutual Funds | — | — | $222K | 0.8% | |
| Class N Shares * Common Collective Trust MyCompass Index Conservative 2035 Fund N/R | Common Collective Trusts | — | — | $221K | 0.8% | |
| Common Collective Trust MyCompass Index Moderate 2065 Fund R N/R | Common Collective Trusts | — | — | $204K | 0.7% | |
| American Funds Washington Mutual N/R | Mutual Funds | — | — | $170K | 0.6% | |
| Investors Fund R6 Mutual Fund Vanguard Mid Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $166K | 0.6% | |
| Shares * Common Collective Trust MyCompass Index Aggressive 2035 Fund R N/R | Common Collective Trusts | — | — | $161K | 0.6% | |
| Common Collective Trust MyCompass Index Aggressive 2045 Fund R N/R | Common Collective Trusts | — | — | $143K | 0.5% | |
| Common Collective Trust Mid Cap Growth Fund R1 N/R | Common Collective Trusts | — | — | $133K | 0.5% | |
| Common Collective Trust BlackRock EAFE Equity Index Fund - Class 1 N/R | Common Collective Trusts | — | — | $131K | 0.5% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | Common Stocks | — | — | $118K | 0.4% | |
| 6 Shares Mutual Fund American Century Investments Mid Cap N/R | Common Stocks | — | — | $116K | 0.4% | |
| Principal SCp S&P 600 In F R6 Registered Investment Company | Common Stocks | — | — | $107K | 0.4% | |
| Janus Hndr Dev Wrld Bnd Fd N Registered Investment Company | Mutual Funds | — | — | $99K | 0.3% | |
| Janus Henderson Developed World Bond N/R | Mutual Funds | — | — | $99K | 0.3% | |
| Fund - Class N Shares Mutual Fund JPMorgan Emrg Mkts Eqty Fd R6 N/R | Other securities | — | — | $71K | 0.2% | |
| Common Collective Trust Small Cap Value Fund II R1 N/R | Common Collective Trusts | — | — | $70K | 0.2% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | Mutual Funds | — | — | $48K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $28K | <0.1% | |
| Institutional Class * Mutual Fund Voya Government Money Market Fund - N/R | Cash / Money Market | — | — | $28K | <0.1% | |
| DFA Wld exUS Value Port Ins Registered Investment Company | Mutual Funds | — | — | $20K | <0.1% | |
| Janus Hnd Intl Alpha Eq CF III Common Collective Trust | Common Collective Trusts | — | — | $10K | <0.1% | |
| MyCompass Ind Cns 2045 F R Common Collective Trust | Common Collective Trusts | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
