BERT LOE signed Standard Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Standard Enterprises, Inc.'s EIN is 72-0683436.
Download the official 2024 Form 5500 (PDF) for Standard Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Standard Enterprises, Inc.'s plan includes 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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Retirement LLC Investment in Common/Collective Trust 405,525.6532 Units | Common Collective Trusts | — | — | $8.4M | 83.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.7M | 26.3% | |
| Empower Retirement LLC Pooled Separate Accounts 105,415.3439 Units | Pooled Separate Accounts | — | — | $1.7M | 16.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.0M | 10.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.0M | 10.1% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $981K | 9.7% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $734K | 7.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $692K | 6.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $573K | 5.7% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $312K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $230K | 2.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $161K | 1.6% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $143K | 1.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $133K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $120K | 1.2% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $115K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $108K | 1.1% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $59K | 0.6% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $31K | 0.3% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $25K | 0.2% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $19K | 0.2% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $94 | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $63 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $3K | — |
