Craig Nelson signed HUPP Electric Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HUPP Electric Motors, Inc.'s EIN is 42-0654607.
Download the official 2024 Form 5500 (PDF) for HUPP Electric Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HUPP Electric Motors, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Lifetime 2025 Fund Inst | Other securities | — | — | $3.7M | 14.8% | |
| Empower Lifetime 2035 Fund Inst | Other securities | — | — | $2.5M | 10.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| Empower Lifetime 2030 Fund Inst | Other securities | — | — | $996K | 4.0% | |
| SEI Real Return A (SIMT) | Other securities | — | — | $985K | 3.9% | |
| Empower Lifetime 2045 Fund Inst | Other securities | — | — | $947K | 3.8% | |
| Empower Lifetime 2055 Fund Inst | Other securities | — | — | $882K | 3.5% | |
| Participants Participant Loans Rates from 4.25% - 9.5% - | Bonds / Notes | — | — | $790K | 3.2% | |
| Oberweis Micro Cap Institutional 11 Oakmark Equity and Income I 53 Permanent TSB Permanent Portfolio | Other securities | — | — | $546K | 2.2% | |
| American Funds American Balance R6 | Mutual Funds | — | — | $535K | 2.1% | |
| Virtus Investments Virtus Income & Growth Institutional | Other securities | — | — | $525K | 2.1% | |
| American Funds Moderate G/I Portfolio R6 | Mutual Funds | — | — | $525K | 2.1% | |
| Calvert Balanced R6 | Other securities | — | — | $523K | 2.1% | |
| Vangaurd Strategic Equity Inv | Other securities | — | — | $523K | 2.1% | |
| Thornburg Investment Income Builder R6 | Other securities | — | — | $517K | 2.1% | |
| American GR and INC Port R6 | Common Stocks | — | — | $516K | 2.1% | |
| Putnam Putman Synamic Asset Allocation Bal R6 | Mutual Funds | — | — | $516K | 2.1% | |
| American Century Stat AllC: Agrsv R6 | Other securities | — | — | $515K | 2.1% | |
| Blackrock Sustainable Balanced Instl | Other securities | — | — | $510K | 2.0% | |
| Janus Henderson Triton T | Mutual Funds | — | — | $508K | 2.0% | |
| Victory Growth and Tax Strategy | Other securities | — | — | $442K | 1.8% | |
| Janus Quality Growth I | Mutual Funds | — | — | $388K | 1.6% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $377K | 1.5% | |
| Empower Lifetime 2050 Fund Inst | Other securities | — | — | $331K | 1.3% | |
| Lazard Global Listed Infrastructure | Other securities | — | — | $308K | 1.2% | |
| T. Rowe Price Health Sciences Fund Inc. | Common Stocks | — | — | $300K | 1.2% | |
| AQR Large Cap Defensive Style I | Other securities | — | — | $293K | 1.2% | |
| Empower Lifetime 2020 Fund Inst | Other securities | — | — | $241K | 1.0% | |
| Empower Lifetime 2040 Fund Inst | Other securities | — | — | $225K | 0.9% | |
| Empower Lifetime 2015 Fund Inst | Other securities | — | — | $179K | 0.7% | |
| Vangaurd Short Term Inflation Prot SEC IDX ADM | Common Collective Trusts | — | — | $131K | 0.5% | |
| T. Rowe Price Rowe Price INSTL Floating Rate | Bonds / Notes | — | — | $127K | 0.5% | |
| Empower Lifetime 2060 Fund Inst | Other securities | — | — | $126K | 0.5% | |
| PIMCO Int Bond (USD-Hedged) Inst | U.S. Treasuries | — | — | $123K | 0.5% | |
| Madison Dividend Income Y | Other securities | — | — | $113K | 0.5% | |
| Federated Hermes MDT Large Cap Growth IS | Other securities | — | — | $111K | 0.4% | |
| Fidelity New Millenium | Mutual Funds | — | — | $111K | 0.4% | |
| American Beacon Large Cap Growth I | Other securities | — | — | $110K | 0.4% | |
| AMG Yacktman I | Other securities | — | — | $108K | 0.4% | |
| AMG River Road Large Cap Value Select I | Other securities | — | — | $105K | 0.4% | |
| Fidelity Advisor Technology Z 4 Fidelity Blue Chip Growth Inv | Mutual Funds | — | — | $105K | 0.4% | |
| American Beacon Concentrated Growth Z | Other securities | — | — | $102K | 0.4% | |
| PGIM Jennison Small Company R6 1 PGIM Jennison Natural Resources R6 44 PIMCO Income Instl | Mutual Funds | — | — | $102K | 0.4% | |
| T. Rowe Price Rowe Price Dividend Growth I | Other securities | — | — | $100K | 0.4% | |
| Columbia Select Global Equity Inst3 | Other securities | — | — | $89K | 0.4% | |
| Janus Global Technology I | Mutual Funds | — | — | $87K | 0.3% | |
| Fidelity Advisor Floating rate HI Inc Z | Mutual Funds | — | — | $84K | 0.3% | |
| Dodge and Cox Dodge and Cox Stock | Mutual Funds | — | — | $84K | 0.3% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $79K | 0.3% | |
| Vangaurd Small Cap Index ADM | Other securities | — | — | $77K | 0.3% |
