Ramona Engelhart signed Engelhart, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engelhart, Inc.'s EIN is 39-1173475.
Download the official 2024 Form 5500 (PDF) for Engelhart, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engelhart, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | $777K | 58.3% |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | $495K | 37.2% |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | $54K | 4.0% |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | $5K | 0.4% |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | $2K | 0.1% |
