April Kozubal signed Borton-Lawson Engineering Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Borton-Lawson Engineering Inc.'s EIN is 23-2490312.
Download the official 2023 Form 5500 (PDF) for Borton-Lawson Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Borton-Lawson Engineering 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| Jennison Large Cap Growth / Jennison Fund | Other securities | — | — | $4.6M | 17.1% | |
| Fidelity Freedom Blend 2045 Commingled T | Common Collective Trusts | — | — | $2.9M | 10.7% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $2.7M | 10.0% | |
| Fidelity Freedom Blend 2055 Commingled T | Common Collective Trusts | — | — | $2.0M | 7.3% | |
| Fidelity Freedom Blend 2035 Commingled T | Common Collective Trusts | — | — | $2.0M | 7.3% | |
| Fidelity Freedom Blend 2050 Commingled T | Common Collective Trusts | — | — | $1.5M | 5.5% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $1.5M | 5.4% | |
| Empower Ei Fixed Account - Series Class III | Other securities | — | — | $1.4M | 5.1% | |
| Robeco Mid Cap Value / Robeco Boston Partners | Other securities | — | — | $1.1M | 4.2% | |
| T. Rowe T. Rowe Price Instl Mid-Cap Equity Gr | Other securities | — | — | $948K | 3.5% | |
| Vanguard Institutional Index Instl Pl | Mutual Funds | — | — | $822K | 3.1% | |
| Prudential Core Plus Bond / Pgim Fund | Other securities | — | — | $748K | 2.8% | |
| Fidelity Freedom Blend 2040 Commingled T | Common Collective Trusts | — | — | $672K | 2.5% | |
| Vanguard Mid Cap Index Ins | Mutual Funds | — | — | $538K | 2.0% | |
| Vanguard Ftse Social Index I | Mutual Funds | — | — | $537K | 2.0% | |
| T. Rowe T. Rowe Price Integrated Us Sm Gr Eq I | Other securities | — | — | $529K | 2.0% | |
| Victory Small Cap Value Collective 75 | Common Collective Trusts | — | — | $489K | 1.8% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $340K | 1.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $334K | 1.2% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $312K | 1.2% | |
| Fidelity Freedom Blend 2025 Commingled T | Common Collective Trusts | — | — | $200K | 0.7% | |
| Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $189K | 0.7% | |
| Fidelity Freedom Blend 2060 Commingled T | Common Collective Trusts | — | — | $138K | 0.5% | |
| Fidelity Freedom Blend 2015 Commingled T | Common Collective Trusts | — | — | $127K | 0.5% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $126K | 0.5% | |
| Fidelity Freedom Blend 2030 Commingled T | Common Collective Trusts | — | — | $113K | 0.4% | |
| Fidelity Freedom Blend 2020 Commingled T | Common Collective Trusts | — | — | $102K | 0.4% | |
| Fidelity Freedom Blend 2065 Commingled T | Common Collective Trusts | — | — | $48K | 0.2% | |
| Participant Loans Interest rate: 9.50%, maturing October 2028 $ - | Bonds / Notes | — | — | $11K | <0.1% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRUDENTIAL CORE PLUS BOND FUND CLAS PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| JENNISON LARGE CAP GROWTH PGIM INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INVESTMENTS · EIN 84-1455663 / PN 011 | 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.
| — |
| ROSWELL, GA |
| OTHER |
| $33K |
| — |
