Vanessa Urrego signed Heorot Power Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heorot Power Holdings LLC's EIN is 64-0958567.
Download the official 2024 Form 5500 (PDF) for Heorot Power Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heorot Power Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $2.6M | 16.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.8M | 11.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.7M | 10.8% | |
| FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 6.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $821K | 5.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $693K | 4.3% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $679K | 4.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $582K | 3.6% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $483K | 3.0% | |
| FIDELITY ADV FREEDOM 2025 K6 | Registered Investment Companies | — | — | $430K | 2.7% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $424K | 2.7% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $387K | 2.4% | |
| FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $381K | 2.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $322K | 2.0% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $261K | 1.6% | |
| FIDELITY ADV FREEDOM 2060 K6 | Registered Investment Companies | — | — | $225K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $181K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $153K | 1.0% | |
| VIRTUS MID CAP VALUE EQ R6 | Registered Investment Companies | — | — | $133K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $73K | 0.5% | |
| FIDELITY ADV FREEDOM 2065 K6 | Registered Investment Companies | — | — | $61K | 0.4% | |
| FIDELITY ADV FREEDOM 2020 K6 | Registered Investment Companies | — | — | $29K | 0.2% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $25K | 0.2% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $24K | 0.2% | |
| FIDELITY ADV FREEDOM INC K6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| FIDELITY ADV FREEDOM 2015 K6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
