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Original filing (PDF)20250917082932NAL0000254257001
KOHRS LONNEMANN HEIL ENGINEERS, INC.
Form 5500
FILING_RECEIVED
KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
161
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHRS LONNEMANN HEIL ENGINEERS, INC..
Plan sponsor
Name
KOHRS LONNEMANN HEIL ENGINEERS, INC.
EIN
61-0700189
Address
1538 ALEXANDRIA PIKE · FT. THOMAS EXECUTIVE CENTER #11 · FORT THOMAS, KY · 41075
Phone
(859) 442-8050
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS,LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST. LOUIS, MO | CONTRACT ADMIN | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
2 direct securities · 22 pooled funds· $20.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$19.6M
22 holdings
Uncategorized
$342K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LOOMIS SAYLES GROWTH Y EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $3.9M | 19.1% | |
| JPMORGAN SMARRETIREMENT 2050 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.8M | 13.7% | |
| JPMORGAN EQUITY INCOME I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.4M | 11.8% | |
| JPMORGAN SMARTRETIREMENT 2040 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.3M | 11.2% | |
| VANGUARD 500 INDEX ADMIRAL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.9M | 9.2% | |
| JANUS HENDERSON ENTERPRISE I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.4M | 6.9% | |
| FIDELITY ADVISOR SMALL CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.6% | |
| OAKMARK INTERNATIONAL INVESTOR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $683K | 3.4% | |
| BARON EMERGING MARKETS INSTITUTIONA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $606K | 3.0% | |
| JPMORGAN SMARTRETIREMENT 2030 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $474K | 2.3% | |
| THORNBURG LIMITED-TERM INCOME EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $394K | 1.9% | |
| CREDIT SUISSE STRATEGIC INCOME I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $360K | 1.8% | |
| FIDELITY ADVISOR MATERIALS EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $340K | 1.7% | |
| NUVEEN MID CAP VALUE FUND I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $276K | 1.4% | |
| Empower Annuity Insurance Company of America Unallocated contract - Key Guaranteed Portfolio | — | — | — | $226K | 1.1% | |
| KEY GUARANTEED PORT FUND EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $222K | 1.1% | |
| BRANDYWINEGLOBAL-GLOBAL OPPS EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $219K | 1.1% | |
| PGIM TOTAL RETURN BOND Z EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $154K | 0.8% | |
| JANUS HENDERSON SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $128K | 0.6% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 10.50 percent - | — | — | — | $116K | 0.6% | |
| JPMORGAN SMARTRETIREMENT 2020 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $66K | 0.3% | |
| EATON VANCE SHORT DUR INFL-PROTECT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| PIMCO INCOME INSTL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% | |
| JPMORGAN SMARTRETIREMENT INCOME EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% |