Laura KUHN signed Fidelity Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fidelity Engineering, LLC's EIN is 52-0557267.
Download the official 2024 Form 5500 (PDF) for Fidelity Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fidelity Engineering, 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 | $175K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.7M | 13.0% | |
| T. ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $18.9M | 12.4% | |
| T. ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.5M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.9M | 8.5% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $12.8M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.9M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.0M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.2M | 3.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.7M | 2.5% | |
| MFS Growth Fund | Mutual Funds | — | — | $3.5M | 2.3% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $3.2M | 2.1% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $3.1M | 2.1% | |
| maturing through January 2048 | Other securities | — | — | $2.7M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2015 T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.8% | |
| Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.2M | 1.5% | |
| Lord Abbett Total Return Fund | Mutual Funds | — | — | $2.1M | 1.4% | |
| John Hancock Value Mid Cap Fund | Other securities | — | — | $1.9M | 1.2% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $921K | 0.6% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $846K | 0.6% | |
| Empower International Index Fund | Common Collective Trusts | — | — | $836K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TR E T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $822K | 0.5% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $531K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TR E T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $341K | 0.2% | |
| Invesco International Small Mid Company Index Fund | Common Collective Trusts | — | — | $328K | 0.2% | |
| Clearbridge International Growth Fund | Other securities | — | — | $243K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TR E T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $207K |
| — |
