Richard Lopez signed Heidelberg Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heidelberg Engineering, Inc.'s EIN is 36-3970797.
Download the official 2024 Form 5500 (PDF) for Heidelberg Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heidelberg 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom, 2020,2025,2030,2035,2040,2045,2050,2055,2060,2065 | Mutual Funds | — | — | $7.5M | 48.9% | |
| Fidelity Management Trust Company Fidelity Blue Chip Growth | Mutual Funds | — | — | $2.7M | 17.9% | |
| Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 10.2% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | Mutual Funds | — | — | $862K | 5.6% | |
| Fidelity Management Trust Company Fidelity International Index | Mutual Funds | — | — | $463K | 3.0% | |
| Fidelity Management Trust Company Lord Abbett Total Return I | Mutual Funds | — | — | $323K | 2.1% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $321K | 2.1% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio CL 1 | Mutual Funds | — | — | $281K | 1.8% | |
| Participant Loans between 2025 and 2040 per terms of agreement. - | Participant loans | — | — | $279K | 1.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $264K | 1.7% | |
| Fidelity Management Trust Company MassMutual Mid Cap Growth Svc | Mutual Funds | — | — | $255K | 1.7% | |
| Fidelity Management Trust Company JHancock Disciplined Value R5 | Mutual Funds | — | — | $182K | 1.2% | |
| Fidelity Management Trust Company John Hancock Bond R4 | Mutual Funds | — | — | $137K | 0.9% | |
| Fidelity Management Trust Company Virtus Emerging Market Opportunities IS | Mutual Funds | — | — | $69K | 0.5% | |
| Fidelity Management Trust Company Alliance Bernstein Global Bond I | Mutual Funds | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
