Jessica Mason signed Heidelberg Americas, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heidelberg Americas, Inc.'s EIN is 59-2272302.
Download the official 2024 Form 5500 (PDF) for Heidelberg Americas, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heidelberg Americas, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $100K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| PARTICIPANT BROKERAGE |
| $1K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONSULTING | $600 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $43.2M | 18.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $24.2M | 10.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.3M | 6.2% | |
| Vanguard Total Bond Market Index Inst Mutual Fund | Mutual Funds | — | — | $12.5M | 5.5% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $10.5M | 4.6% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $10.2M | 4.5% | |
| Vanguard Target Ret 2030 Fund Mutual Fund | Mutual Funds | — | — | $9.8M | 4.3% | |
| T. Rowe Price New Horizons Fund Mutual Fund | Other securities | — | — | $9.5M | 4.2% | |
| Vanguard Target Ret 2035 Fund Mutual Fund | Mutual Funds | — | — | $9.1M | 4.0% | |
| MANNING & NAPIER PRO-MIX EXTENDED T MANNING & NAPIER CT OR SVF · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $9.1M | 4.0% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $8.7M | 3.8% | |
| Vanguard Target Ret 2025 Fund Mutual Fund | Mutual Funds | — | — | $8.3M | 3.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $7.8M | 3.4% | |
| Vanguard Extended Market Idx Instl Mutual Fund | Common Collective Trusts | — | — | $7.0M | 3.1% | |
| MANNING & NAPIER PRO-MIX MAXIMUM TE MANNING & NAPIER CT OR SVF · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $7.0M | 3.1% | |
| Vanguard International Growth Adm Mutual Fund | Mutual Funds | — | — | $6.6M | 2.9% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $5.0M | 2.2% | |
| Janus Henderson Enterprise Fund I Mutual Fund | Mutual Funds | — | — | $4.4M | 1.9% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Mutual Funds | — | — | $3.8M | 1.7% | |
| Vanguard Target Ret 2040 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 1.2% | |
| Vanguard Target Ret 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 1.1% | |
| MANNING & NAPIER PRO-MIX CONSERV TE MANNING & NAPIER CT OR SVF · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| MANNING & NAPIER PRO-MIX MODERATE T MANNING & NAPIER CT OR SVF · EIN 02-0476209 / PN 011 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Vanguard Target Ret 2020 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 0.7% | |
| Vanguard Target Ret 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| Participant Loan Fund Interest rates: 4.25% - 9.50% | Bonds / Notes | — | — | $1.4M | 0.6% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $1.3M | 0.6% | |
| Vanguard Target Ret 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.5% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $968K | 0.4% | |
| Vanguard Target Ret 2060 Fund Mutual Fund | Mutual Funds | — | — | $492K | 0.2% | |
| Vanguard Target Ret 2065 Fund Mutual Fund | Mutual Funds | — | — | $459K | 0.2% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
