Amanda Lemke signed Enercon Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enercon Industries, Inc.'s EIN is 39-1210023.
Download the official 2024 Form 5500 (PDF) for Enercon Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enercon Industries, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $40K | — |
| ONEAMERICA INVESTMENT ADVISORY SVCS | 81-3920167 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $5.6M | 21.5% | |
| Vanguard 500 Index N/R | Common Collective Trusts | — | — | $4.6M | 17.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $2.8M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $2.6M | 10.0% | |
| Harbor Capital Harbor Capital Appreciation N/R | Other securities | — | — | $2.3M | 8.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $2.1M | 8.2% | |
| Fidelity Puritan N/R | Mutual Funds | — | — | $1.7M | 6.6% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.5% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth N/R | Other securities | — | — | $1.1M | 4.2% | |
| American Funds American Funds Europacific Growth Fund N/R | Mutual Funds | — | — | $964K | 3.7% | |
| MFS Value Fund N/R | Mutual Funds | — | — | $899K | 3.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $844K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 N/R | Other securities | — | — | $762K | 2.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap A N/R | Other securities | — | — | $714K | 2.7% | |
| Columbia Total Return Bond N/R | Other securities | — | — | $431K | 1.6% | |
| Vanguard Explorer N/R | Mutual Funds | — | — | $356K | 1.4% | |
| Vanguard Federal Money Market Investor N/R | Mutual Funds | — | — | $347K | 1.3% | |
| Vanguard Mid Cap Index N/R | Mutual Funds | — | — | $335K | 1.3% | |
| Vanguard International Growth N/R | Mutual Funds | — | — | $292K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 N/R | Other securities | — | — | $284K | 1.1% | |
| Vanguard Small Cap Index N/R | Mutual Funds | — | — | $237K | 0.9% | |
| Participant Loans Interest rates: 3.25% to 10.50% $0 | Bonds / Notes | — | — | $124K | 0.5% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
