Bobbie Hemry signed Ventek Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ventek Solutions LLC's EIN is 74-2706061.
Download the official 2024 Form 5500 (PDF) for Ventek Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ventek Solutions LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Investment Management State Street Target Retirement 2040 K | Other securities | — | — | $2.7M | 19.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 13.0% | |
| State Street Investment Management State Street Target Retirement 2030 K | Other securities | — | — | $1.7M | 12.4% | |
| State Street Investment Management State Street Target Retirement 2050 K | Other securities | — | — | $795K | 5.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $741K | 5.5% | |
| State Street Investment Management State Street Target Retirement 2035 K | Other securities | — | — | $704K | 5.2% | |
| State Street Investment Management State Street Target Retirement 2055 K | Other securities | — | — | $597K | 4.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $569K | 4.2% | |
| State Street Investment Management State Street Target Retirement 2045 K | Other securities | — | — | $561K | 4.1% | |
| State Street Investment Management State Street Target Retirement 2025 K | Other securities | — | — | $467K | 3.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $418K | 3.1% | |
| State Street Investment Management State Street Target Retirement 2060 K | Other securities | — | — | $374K | 2.8% | |
| Federated Hermes Federated Hermes Govt Obl Advisor | Other securities | — | — | $310K | 2.3% | |
| AllianceBernstein AB Large Cap Growth Z | Mutual Funds | — | — | $275K | 2.0% | |
| State Street Investment Management State Street Target Retirement 2065 K | Other securities | — | — | $204K | 1.5% | |
| Self-Directed Brokerage Accounts * Empower Financial Services, Inc. Empower Brokerage | Self-Directed Brokerage | — | — | $161K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $131K | 1.0% | |
| Empower Financial Services, Inc. Empower Brokerage - Roth | Common Stocks | — | — | $102K | 0.7% | |
| MFS Investment Management MFS International Growth R6 | Mutual Funds | — | — | $97K | 0.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $89K | 0.7% | |
| State Street Investment Management State Street Target Retirement 2020 K | Other securities | — | — | $47K | 0.3% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $44K | 0.3% | |
| Allsprong Global Investments Allspring Special Small Cap Value R6 | Other securities | — | — | $26K | 0.2% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $20K | 0.1% | |
| State Street Investment Management State Street Target Retirement K | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GALLAGHER BENEFIT SERVICES INC |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $25 | — |
