Katelyn Urtiz signed Enercon Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enercon Services Inc.'s EIN is 73-1176079.
Download the official 2024 Form 5500 (PDF) for Enercon Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enercon Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISORY | $102K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $31.7M | 14.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $18.3M | 8.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $15.2M | 7.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $15.0M | 7.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $13.1M | 6.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $12.6M | 5.9% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $11.8M | 5.5% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $9.7M | 4.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $8.8M | 4.1% | |
| BlackRock Advisors, LLC BLACKROCK SUST ADV LGCP CORE K Registered Investment Company | Common Stocks | — | — | $8.3M | 3.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $7.8M | 3.7% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $7.3M | 3.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $6.4M | 3.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $5.2M | 2.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $5.2M | 2.4% | |
| Capital Research and Mgmt Co AMER FUNDS AMER BAL R6 FD Registered Investment Company | Common Stocks | — | — | $4.9M | 2.3% | |
| Dodge & Cox Dodge & Cox Income X Fund Registered Investment Company | Mutual Funds | — | — | $4.6M | 2.2% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $4.2M | 2.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.4M | 1.6% | |
| Columbia Management Advisors Columbia SMCAP Value II I3 Registered Investment Company | Common Stocks | — | — | $3.3M | 1.5% | |
| Columbia Management Advisors Columbia SEL MIDCP Value I3 FD Registered Investment Company | Common Stocks | — | — | $2.8M | 1.3% | |
| Harbor Capital Advisors Harbor Small Cap GR RET Fund Registered Investment Company | Common Stocks | — | — | $2.1M | 1.0% | |
| Massachusetts Financial Svc Co MFS INT'L New Discovery R6 FD Registered Investment Company | Mutual Funds | — | — | $2.1M | 1.0% | |
| Principal Life Insurance Company Prin LifeTm Str Inc SA-I3 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.7M | 0.8% | |
| Pimco Income Institutional FD Registered Investment Company | Mutual Funds | — | — | $1.4M | 0.7% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.4M | 0.7% | |
| Participant Notes Receivable (bearing interest between 4.3% and 9.5%, secured by participant accounts, maturing through 2026) | Bonds / Notes | — | — | $1.3M | 0.6% | |
| Nuveen Asset Management Nuveen Real Est SECS R6 FD Registered Investment Company | Mutual Funds | — | — | $1.3M | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $678K | 0.3% | |
| Capital Research and Mgmt Co American Funds Newworld R6 Registered Investment Company | Mutual Funds | — | — | $607K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $607K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $43K | <0.1% | |
| (E) | Other securities | — | — | $43K | <0.1% | |
| (E) | Other securities | — | — | $42K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $42K | <0.1% |
