Enrique Mendoza signed Precision Heliparts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Heliparts, Inc.'s EIN is 58-2117624.
Download the official 2024 Form 5500 (PDF) for Precision Heliparts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Heliparts, 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 | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.2M | 18.1% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $2.3M | 12.6% | |
| American Funds American Funds American Balanced R2 | Mutual Funds | — | — | $1.7M | 9.6% | |
| T. Rowe Price T. Rowe Price Growth Stock R | Other securities | — | — | $1.4M | 8.0% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $1.4M | 7.9% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $845K | 4.7% | |
| Templeton Foreign Adv | Mutual Funds | — | — | $622K | 3.5% | |
| Invesco Comstock R | Mutual Funds | — | — | $553K | 3.1% | |
| Invesco Global Y | Mutual Funds | — | — | $550K | 3.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $476K | 2.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $465K | 2.6% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $397K | 2.2% | |
| PIMCO Total Return A | Mutual Funds | — | — | $397K | 2.2% | |
| Thornburg Investment Income Builder R5 | Other securities | — | — | $352K | 2.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $243K | 1.4% | |
| Registered investment companies Alliance Bernstein AllianceBern Discovery Growth Adv | Other securities | — | — | $235K | 1.3% | |
| Oakmark International Investor | Other securities | — | — | $208K | 1.2% | |
| T. Rowe Price T. Rowe Price New Horizon | Other securities | — | — | $185K | 1.0% | |
| Templeton Global Bond A | Mutual Funds | — | — | $167K | 0.9% | |
| Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes. - | Bonds / Notes | — | — | $134K | 0.8% | |
| New York Life Investments New York Life Investments CBRE Real Estate I | Other securities | — | — | $119K | 0.7% | |
| Lord Abbett Lord Abbett Bond-Debenture I | U.S. Treasuries | — | — | $118K | 0.7% | |
| Vanguard Mid Cap Growth Inv | Mutual Funds | — | — | $102K | 0.6% | |
| Invesco Gold & Special Minerals R | Mutual Funds | — | — | $72K | 0.4% | |
| American Beacon American Beacon Small Cap Val R5 | Other securities | — | — | $56K | 0.3% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $55K | 0.3% | |
| Franklin Mutual Franklin Natural Resources Fund - A | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Explorer Inv | Mutual Funds | — | — | $24K | 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 |
| $19K |
| — |
