Colleen Fausz signed Kohrs Lonnemann HEIL Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kohrs Lonnemann HEIL Engineers, Inc.'s EIN is 61-0700189.
Download the official 2024 Form 5500 (PDF) for Kohrs Lonnemann HEIL Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kohrs Lonnemann HEIL Engineers, Inc.'s plan includes profit-sharing, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Stocks | — | — | $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 - | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS,LLC |
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $54K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST. LOUIS, MO | CONTRACT ADMIN | $1K | — |
