Marilyn Orlich signed Jacob & Hefner Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacob & Hefner Associates, Inc.'s EIN is 36-4070643.
Download the official 2024 Form 5500 (PDF) for Jacob & Hefner Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacob & Hefner Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 INDEX K | Common Collective Trusts | — | — | $2.5M | 17.2% | |
| Vanguard INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $1.4M | 9.8% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $1.3M | 9.3% | |
| iShares MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $1.1M | 7.8% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $761K | 5.2% | |
| Loomis Sayles LOOMIS SAYLES GLOBAL ALLOCATION N | Other securities | — | — | $760K | 5.2% | |
| T. Rowe Price T. ROWE PRICE LARGE CAP GROWTH I | Other securities | — | — | $744K | 5.1% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $610K | 4.2% | |
| Nuveen LARGE CAP GROWTH INDEX R6 | Mutual Funds | — | — | $590K | 4.1% | |
| Allspring SPECIAL MID CAP VALUE R6 | Mutual Funds | — | — | $532K | 3.7% | |
| Self-Directed Brokerage Accounts * Empower Brokerage Account Self directed brokerage investments | Self-Directed Brokerage | — | — | $510K | 3.5% | |
| Franklin Templeton FRANKLIN SMALL CAP VALUE R6 | Mutual Funds | — | — | $367K | 2.5% | |
| Vanguard GROWTH & INCOME ADM | Mutual Funds | — | — | $364K | 2.5% | |
| Macquarie SYSTEMATIC EERG MKTS EQ INST | Other securities | — | — | $360K | 2.5% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD G/I R6 | Mutual Funds | — | — | $329K | 2.3% | |
| Vanguard VALUE INDEX ADM | Mutual Funds | — | — | $265K | 1.8% | |
| Vanguard SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $252K | 1.7% | |
| DWS REEF REAL ESTATE SECURITIES R6 | Other securities | — | — | $183K | 1.3% | |
| American Funds AMERICAN FUNDS AMERICAN MUTUAL R6 | Mutual Funds | — | — | $173K | 1.2% | |
| Vanguard INFLATION-PROTECTED SECS ADM | Mutual Funds | — | — | $159K | 1.1% | |
| BlackRock MID-CAP GROWTH EQUITY K | Other securities | — | — | $132K | 0.9% | |
| Columbia US TREASURY INDEX INSTL 2 | U.S. Treasuries | — | — | $75K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
