Aurora Chalbaud-Schmidt signed Enercorp Engineered Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enercorp Engineered Solutions, LLC's EIN is 46-2987320.
Download the official 2024 Form 5500 (PDF) for Enercorp Engineered Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enercorp Engineered Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.9M | 21.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 12.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.0M | 11.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $661K | 7.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $632K | 7.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $509K | 5.8% | |
| Varying maturity dates and interest rates ranging * Notes receivable from participants from 4.25% - 9.5% - | Bonds / Notes | — | — | $474K | 5.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $424K | 4.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $416K | 4.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $415K | 4.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $213K | 2.4% | |
| T Rowe Price Large Cap Growth Fund Pooled separate account - | Pooled Separate Accounts | — | — | $213K | 2.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $112K | 1.3% | |
| Principal Large Cap Growth Fund Pooled separate account - | Pooled Separate Accounts | — | — | $95K | 1.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $95K | 1.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed investment * contract - | Other securities | — | — | $94K | 1.1% | |
| Neuberger Berman Real Estate R6 Fund Mutual fund - | Other securities | — | — | $89K | 1.0% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $74K | 0.9% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $73K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual fund - | Other securities | — | — | $63K | 0.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $59K | 0.7% | |
| PIMCO - Income Instl Fund Mutual fund - | Mutual Funds | — | — | $52K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $51K | 0.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual fund - | Other securities | — | — | $41K | 0.5% | |
| Principal Mid Cap S&P 400 Index Fund Pooled separate account - | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $28K | 0.3% | |
| Virtus Kar Small Cap Growth R6 Fund Mutual fund - | Other securities | — | — | $26K | 0.3% | |
| Undisc Mgrs Behav Value R6 FD Mutual fund - | Other securities | — | — | $23K | 0.3% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Victory Trivalent Intl Small Cap R6 Fund Mutual fund - | Other securities | — | — | $15K | 0.2% | |
| PIMCO All Asset Instl Fund Mutual fund - | Mutual Funds | — | — | $11K | 0.1% | |
| Invesco Developing Market R6 Fund Mutual fund - | Mutual Funds | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6K | <0.1% | |
| PGIM Total Return Bond R6 Fund Mutual fund - | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds Euro Pacific Growth R6 Fund Mutual fund - | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
