Kevin Shudy signed Heico Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heico Holding, Inc.'s EIN is 36-1622665.
Download the official 2024 Form 5500 (PDF) for Heico Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heico Holding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER | — | GREENWOOD VILLEGE, CO | NONE | $234K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $117K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA-P3 SAGIC DIVERSIFIED BOND MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 340 | Pooled Separate Account | — | — | $85.4M | 19.5% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $51.4M | 11.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $48.2M | 11.0% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $26.5M | 6.1% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $20.5M | 4.7% | |
| PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $20.3M | 4.6% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $18.8M | 4.3% | |
| JPMorgan Mid Cap Value L | Other securities | — | — | $18.7M | 4.3% | |
| PGIM QUANT SOL LG CAP CORE EQ EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 536 | Pooled Separate Account | — | — | $14.9M | 3.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $13.6M | 3.1% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $13.0M | 3.0% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $11.8M | 2.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $10.3M | 2.3% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 661 | Pooled Separate Account | — | — | $9.7M | 2.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $9.4M | 2.2% | |
| MassMutual Small Cp Grth Eqty I | Other securities | — | — | $9.2M | 2.1% | |
| Participant loans (3.25% to 8.75%) | Bonds / Notes | — | — | $7.5M | 1.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $7.5M | 1.7% | |
| COLUMBIA TRUST OVERSEAS VALUE CIT AMERIPRISE RETIREMENT SERVICES · EIN 85-2607739 / PN 174 | Common Collective Trust | — | — | $7.3M | 1.7% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $6.8M | 1.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $6.7M | 1.5% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $6.3M | 1.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $6.1M | 1.4% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $2.6M | 0.6% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $2.3M | 0.5% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 0.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $769K | 0.2% | |
| Vanguard Total Int. Stock Index Admiral | Mutual Funds | — | — | $430K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $97K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
