Enrique Mendoza signed Keystone Turbine Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keystone Turbine Services, LLC's EIN is 45-3938849.
Download the official 2024 Form 5500 (PDF) for Keystone Turbine Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keystone Turbine Services, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Obligations Fund IS Fidelity 500 Index Fund NR | Common Collective Trusts | — | — | $2.0M | 11.2% | |
| Investor Vanguard Total Bond Market Index NR | Mutual Funds | — | — | $1.6M | 8.9% | |
| Harbor Capital Harbor Capital Appreciation Fund NR | Other securities | — | — | $1.4M | 7.8% | |
| DFA US Large Cap Value I NR | Mutual Funds | — | — | $1.3M | 7.2% | |
| Investor Vanguard Target Retirement 2025 Fund NR | Mutual Funds | — | — | $1.2M | 6.7% | |
| Investor Vanguard Target Retirement 2030 Fund NR | Mutual Funds | — | — | $1.1M | 6.2% | |
| DFA US Targeted Value I NR | Mutual Funds | — | — | $1.1M | 6.2% | |
| Fidelity Mid Cap Index NR | Mutual Funds | — | — | $934K | 5.3% | |
| Investor Vanguard Target Retirement 2035 Fund NR | Mutual Funds | — | — | $807K | 4.5% | |
| DFA US Small Cap I NR | Mutual Funds | — | — | $627K | 3.5% | |
| Vanguard Developed Markets Index NR | Mutual Funds | — | — | $574K | 3.2% | |
| DFA International Value I NR | Mutual Funds | — | — | $495K | 2.8% | |
| DFA International Small Company I NR | Mutual Funds | — | — | $494K | 2.8% | |
| Participant Loans Participant loans with variable $0 | Participant loans | — | — | $414K | 2.3% | |
| Investor Vanguard Target Retirement 2050 Fund NR | Mutual Funds | — | — | $405K | 2.3% | |
| Investor Vanguard Target Retirement 2045 Fund NR | Mutual Funds | — | — | $394K | 2.2% | |
| Federated Hermes Federated Hermes Government NR | Other securities | — | — | $349K | 2.0% | |
| DFA Emerging Markets Core Equity I NR | Mutual Funds | — | — | $324K | 1.8% | |
| R6 Cohen & Steers Cohen & Steers Realty Shares L NR | Other securities | — | — | $318K | 1.8% | |
| Dodge & Cox Dodge & Cox Income X NR | Mutual Funds | — | — | $314K | 1.8% | |
| AB Small Cap Growth Z NR | Mutual Funds | — | — | $291K | 1.6% | |
| American Funds American Funds American Balanced NR | Mutual Funds | — | — | $266K | 1.5% | |
| Vanguard Target Retirement 2040 Fund NR | Mutual Funds | — | — | $243K | 1.4% | |
| Admiral Vanguard Target Retirement 2020 Fund NR | Mutual Funds | — | — | $170K | 1.0% | |
| Investor Vanguard Target Retirement 2060 Fund NR | Mutual Funds | — | — | $134K | 0.8% | |
| Retirement Macquarie Mid Cap Growth Fund R6 NR | Other securities | — | — | $116K | 0.7% | |
| Investor Vanguard Target Retirement Income NR | Mutual Funds | — | — | $108K | 0.6% | |
| Investor Vanguard Target Retirement 2065 Fund NR | Mutual Funds | — | — | $89K | 0.5% | |
| Investor Vanguard Target Retirement 2055 Fund NR | Mutual Funds | — | — | $88K | 0.5% | |
| MFS Mid Cap Value Fund R6 NR | Mutual Funds | — | — | $60K | 0.3% | |
| DFA Inflation-Protected Securities I NR | Mutual Funds | — | — | $53K | 0.3% | |
| Fund Admiral Vanguard High-Yield Corporate Fund NR | Mutual Funds | — | — | $49K | 0.3% | |
| Admiral Vanguard International Growth Fund NR | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $18K |
| — |
