Brett Fluegel signed Enercon Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enercon Engineering, Inc.'s EIN is 37-0996454.
Download the official 2024 Form 5500 (PDF) for Enercon Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enercon Engineering, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $450 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENERCON ENGINEERING, INC. | — | EAST PEORIA, IL | OTHER | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J P Morgan Equity Index A | Common Collective Trusts | — | — | $2.2M | 15.5% | |
| J P Morgan US Equity A | Other securities | — | — | $1.8M | 12.6% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.3M | 9.1% | |
| Franklin Growth Adv | Mutual Funds | — | — | $1.2M | 8.2% | |
| American Funds Capital World G/I R3 | Mutual Funds | — | — | $998K | 7.0% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $834K | 5.8% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $746K | 5.2% | |
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $643K | 4.5% | |
| Columbia Mid Cap Index Admiral | Other securities | — | — | $590K | 4.1% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $519K | 3.6% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $366K | 2.6% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $347K | 2.4% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $322K | 2.3% | |
| MFS Value A | Mutual Funds | — | — | $316K | 2.2% | |
| Columbia Small Cap Index A | Other securities | — | — | $303K | 2.1% | |
| Nuveen Core Plus Bond | Mutual Funds | — | — | $291K | 2.0% | |
| JPMCB STABLE ASSET INCOME F30 JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $281K | 2.0% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $244K | 1.7% | |
| Hartford Schroders International STK SDR | Other securities | — | — | $211K | 1.5% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $199K | 1.4% | |
| AMG Timesquare Mid Cap | Other securities | — | — | $145K | 1.0% | |
| Through October 2029 - | Other securities | — | — | $122K | 0.9% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $97K | 0.7% | |
| J P Morgan Mid Cap Growth A | Other securities | — | — | $90K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $61K | 0.4% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $53K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
