PAM Freedland signed Houston Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houston Engineering, Inc.'s EIN is 45-0314557.
Download the official 2024 Form 5500 (PDF) for Houston Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houston Engineering, 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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RTRMNT ADVANTAGE TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $6.9M | 12.5% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $6.0M | 10.9% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2050X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $5.1M | 9.3% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $4.9M | 9.0% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $3.5M | 6.4% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $3.4M | 6.3% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $2.9M | 5.3% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.8M | 5.0% | |
| PUTNAM RTRMNT ADVANTAGE TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.3M | 4.3% | |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| Fidelity Advisor Total Bond Z Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 3.2% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.7M | 3.2% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.6M | 3.0% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $1.4M | 2.6% | |
| Fidelity Us Bond Index Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 2.4% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 2.4% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| Fidelity Extended Market Index Mutual Fund N/A | Mutual Funds | — | — | $1.0M | 1.9% | |
| American Funds Europacific Gr R6 Mutual Fund N/A | Mutual Funds | — | — | $974K | 1.8% | |
| Jpmorgan Emerging Markets Equity R6 Mutual Fund N/A | Other securities | — | — | $805K | 1.5% | |
| Mfs New Discovery Value R6 Mutual Fund N/A | Mutual Funds | — | — | $618K | 1.1% | |
| PUTNAM RTRMNT ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $356K | 0.7% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $343K | 0.6% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $149K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $18K | — |
