Robert Heinzerling signed Heinzerling Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heinzerling Community's EIN is 31-0668084.
Download the official 2024 Form 5500 (PDF) for Heinzerling Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heinzerling Community's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $2.3M | 18.8% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $1.6M | 13.0% | |
| Principal Trust Company Unallocated insurance contract - Fixed-income option | Common Stocks | — | — | $1.5M | 12.8% | |
| Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $959K | 8.0% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $848K | 7.0% | |
| Vanguard Target Retirement Inc Inv Fund | Mutual Funds | — | — | $803K | 6.7% | |
| Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $608K | 5.1% | |
| Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $607K | 5.0% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $461K | 3.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $352K | 2.9% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $339K | 2.8% | |
| Vanguard Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $262K | 2.2% | |
| JPMorgan U.S. Res En Eq R6 Fd | Other securities | — | — | $252K | 2.1% | |
| Participants Participant notes receivable with interest from 4.25 to 9.50 percent - | Other securities | — | — | $222K | 1.8% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $208K | 1.7% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | — | $189K | 1.6% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $175K | 1.5% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $66K | 0.5% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $56K | 0.5% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $55K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $34K | 0.3% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $31K | 0.3% | |
| Principal Trust Company Metropolitan Wt TI Rtn Bd Plan | Common Stocks | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $24K | 0.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $20K | 0.2% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
