Heliogen, Inc.'s EIN is 46-2456201.
Download the official 2024 Form 5500 (PDF) for Heliogen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heliogen, Inc.'s plan includes 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKWOOD CAPITAL SECURITIES, INC. | — | MINNEAPOLOS, MN | BROKER/ADVISER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 13 Empower Trust Company, LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 20.6% | |
| 28 Empower Trust Company, LLC PGIM Quantitative Solutions Large Cap Index Fund | Common Collective Trusts | — | — | $841K | 7.3% | |
| PUTNAM RET ADVANTAGE TRST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $834K | 7.3% | |
| PUTNAM RET ADVANTAGE TRST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $804K | 7.0% | |
| 17 Empower Trust Company, LLC Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $722K | 6.3% | |
| PUTNAM RET ADVANTAGE TRST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $705K | 6.2% | |
| 19 Empower Trust Company, LLC iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $698K | 6.1% | |
| PUTNAM RET ADVANTAGE TRST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $556K | 4.9% | |
| 16 Empower Trust Company, LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $514K | 4.5% | |
| 20 Empower Trust Company, LLC iShares Russell 2000 Small Cap Index Fund | Common Collective Trusts | — | — | $400K | 3.5% | |
| PUTNAM RET ADVANTAGE TRST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $338K | 3.0% | |
| 37 * Empower Life & Annuity Insurance Co. EI Fixed Account | Common Stocks | — | — | $275K | 2.4% | |
| 4 Empower Trust Company, LLC American Century Strategic Allocation Aggressive Fund | Common Stocks | — | — | $205K | 1.8% | |
| 24 Empower Trust Company, LLC JP Morgan US Value Fund | Common Stocks | — | — | $195K | 1.7% | |
| 23 Empower Trust Company, LLC JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $177K | 1.6% | |
| 8 Empower Trust Company, LLC BlackRock Emerging Markets Fund | Common Stocks | — | — | $175K | 1.5% | |
| 22 Empower Trust Company, LLC JP Morgan International Equity Fund | Common Stocks | — | — | $159K | 1.4% | |
| 26 Empower Trust Company, LLC PGIM Global Total Return Fund | Common Stocks | — | — | $152K | 1.3% | |
| 15 Empower Trust Company, LLC Fidelity Emerging Markets Fund | Mutual Funds | — | — | $135K | 1.2% | |
| 6 Empower Trust Company, LLC American Funds Global Growth Portfolio | Mutual Funds | — | — | $126K | 1.1% | |
| 18 Empower Trust Company, LLC Invesco Real Estate Fund | Mutual Funds | — | — | $102K | 0.9% | |
| 27 Empower Trust Company, LLC PGIM High-Yield Fund | Common Stocks | — | — | $95K | 0.8% | |
| 10 Empower Trust Company, LLC BlackRock Technologies Opportunities Fund | Common Stocks | — | — | $92K | 0.8% | |
| 2 Empower Trust Company, LLC American Century Small Cap Growth Fund | Common Stocks | — | — | $70K | 0.6% | |
| 5 Empower Trust Company, LLC American Century Strategic Allocation Conservative Fund | Common Stocks | — | — | $59K | 0.5% | |
| Notes Receivable from Participants Maturing at various times through 2029 | Other securities | — | — | $59K | 0.5% | |
| 3 Empower Trust Company, LLC American Century Small Cap Value Fund | Common Stocks | — | — | $54K | 0.5% | |
| 21 Empower Trust Company, LLC JP Morgan Global Bond Opportunties Fund | Common Stocks | — | — | $47K | 0.4% | |
| PUTNAM RET ADVANTAGE TRST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $44K | 0.4% | |
| 11 Empower Trust Company, LLC DFA International Value Fund | Mutual Funds | — | — | $42K | 0.4% | |
| PUTNAM RET ADVANTAGE TRST 2025 I PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $39K | 0.3% | |
| 12 * Empower Trust Company, LLC Empower US Government Securities Fund | Common Stocks | — | — | $38K | 0.3% | |
| 25 Empower Trust Company, LLC MFS Mid Cap Growth Fund | Mutual Funds | — | — | $36K | 0.3% | |
| PUTNAM RET ADVANTAGE TRST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $33K | 0.3% | |
| s 1 Empower Trust Company, LLC American Century Mid Cap Value Fund | Mutual Funds | — | — | $20K | 0.2% | |
| 14 Empower Trust Company, LLC Fidelity Advisor Utilities Fund | Mutual Funds | — | — | $19K | 0.2% | |
| 9 Empower Trust Company, LLC BlackRock Health Sciences Opportunities Fund | Common Stocks | — | — | $14K | 0.1% |
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 |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY INC | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $11K | — |
