Valerie Medema signed Allen Edwin Home Builders, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Edwin Home Builders, LLC's EIN is 38-3200484.
Download the official 2022 Form 5500 (PDF) for Allen Edwin Home Builders, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Allen Edwin Home Builders, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 42-0127290 | — | CONTRACT ADMINSTRATOR | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $79 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RECORDKEEPER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WILMINGTON TRUST AMER FDS 2040 CLI AST WILMINGTON TRUST · EIN 38-4126264 / PN 001 | Common Collective Trust | — | — | $2.3M | 19.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 13.8% | |
| WILMINGTON TRUST AMER FDS 2050 CLI AST WILMINGTON TRUST · EIN 38-4126266 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.2% | |
| Empower Annuity Insurance Company of America Guaranteed investment contract - Empower Fixed Account - Series Class III | Stable Value | — | — | $867K | 7.4% | |
| WILMINGTON TRUST AMER FDS 2030 CLI AST WILMINGTON TRUST · EIN 38-4126262 / PN 001 | Common Collective Trust | — | — | $721K | 6.2% | |
| WILMINGTON TRUST AMER FDS 2060 CLI AST WILMINGTON TRUST · EIN 38-1426268 / PN 001 | Common Collective Trust | — | — | $632K | 5.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $431K | 3.7% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $394K | 3.4% | |
| Empower Trust Company, LLC American Century Ultra R6 | Common Stocks | — | — | $362K | 3.1% | |
| Wilmington Trust American Funds 2010 CL I | Mutual Funds | — | — | $320K | 2.7% | |
| WILLIAMTON TRUST AMER FDS 2010 CLI AST WILMINGTON TRUST · EIN 38-4126290 / PN 001 | Common Collective Trust | — | — | $320K | 2.7% | |
| LARGE CAP GROWTH FUND III CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $319K | 2.7% | |
| DFA International Small Company I | Mutual Funds | — | — | $298K | 2.6% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $289K | 2.5% | |
| MID CAP GROWH FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $285K | 2.4% | |
| Fidelity International Index | Mutual Funds | — | — | $278K | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $266K | 2.3% | |
| SMALL CAP GROUWTH FUND II CLASS R1 AST WILMINGTON TRUST · EIN 38-4126288 / PN 001 | Common Collective Trust | — | — | $176K | 1.5% | |
| Wilmington Trust American Funds 2020 CL I | Mutual Funds | — | — | $158K | 1.3% | |
| WILLIAMTON TRUST AMER FDS 2020 CLI AST WILMINGTON TRUST · EIN 38-4126260 / PN 001 | Common Collective Trust | — | — | $158K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $150K | 1.3% | |
| WILMINGTON TRUST AMER FDS 2035 CLI AST WILMINGTON TRUST · EIN 38-4126263 / PN 001 | Common Collective Trust | — | — | $148K | 1.3% | |
| PIMCO Real Estate Real Return Strategy I | Mutual Funds | — | — | $119K | 1.0% | |
| Empower Trust Company, LLC Empower SDB | Common Stocks | — | — | $101K | 0.9% | |
| PIMCO RAE U.S. Small Instl | Mutual Funds | — | — | $92K | 0.8% | |
| Empower SDB Roth | Other securities | — | — | $64K | 0.5% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $6K | <0.1% | |
| Fidelity Advisor International Value Z | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN LGCAP S& P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2026 SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALL CAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN U.S. PROPERTY SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MID CAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL I SEPARATE ACCT R-4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MID CAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP GROWN I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFE TIME 2010 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETEIM STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALL CAP VALUE II SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% |
