Maria Morante signed Power Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Engineers, Inc.'s EIN is 82-0441340.
Download the official 2024 Form 5500 (PDF) for Power Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power Engineers, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $231K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | NORWALK, CT | OTHER | $79K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITL INDEX Mutual Fund N/A | Mutual Funds | — | — | $86.7M | 14.6% | |
| Empower Annuity Insurance Company of America Guaranteed investment contract N/A | Stable Value | — | — | $47.1M | 8.0% | |
| MFS MASS INV GRO STK R4 Mutual Fund N/A | Mutual Funds | — | — | $32.8M | 5.6% | |
| ALGER CAPITAL INST Mutual Fund N/A | Other securities | — | — | $32.8M | 5.5% | |
| MASSMUTUAL OVERSEAS R5 Mutual Fund N/A | Other securities | — | — | $32.4M | 5.5% | |
| FIDELITY GLOBAL EX US IDX Mutual Fund N/A | Common Collective Trusts | — | — | $31.9M | 5.4% | |
| PRINCIPAL EQUITY INCOME I Mutual Fund N/A | Other securities | — | — | $29.1M | 4.9% | |
| PIMCO TOTAL RETURN INSTIT Mutual Fund N/A | Mutual Funds | — | — | $26.2M | 4.4% | |
| COL SLGMN COMM & INFO I 2 Mutual Fund N/A | Other securities | — | — | $23.5M | 4.0% | |
| JPMORGAN MID CAP VAL FD L Mutual Fund N/A | Other securities | — | — | $18.4M | 3.1% | |
| STATE STREET TARGET RET 2055 Mutual Fund N/A | Other securities | — | — | $18.0M | 3.0% | |
| FIDELITY MID CAP INDEX Mutual Fund N/A | Mutual Funds | — | — | $15.7M | 2.7% | |
| MASSMUTUAL SEL MID GRO R5 Mutual Fund N/A | Other securities | — | — | $15.3M | 2.6% | |
| STATE STREET TARGET RET 2050 Mutual Fund N/A | Other securities | — | — | $15.2M | 2.6% | |
| STATE STREET TARGET RET 2045 Mutual Fund N/A | Other securities | — | — | $14.6M | 2.5% | |
| STATE STREET TARGET RET 2030 Mutual Fund N/A | Other securities | — | — | $14.4M | 2.4% | |
| STATE STREET TARGET RET 2040 Mutual Fund N/A | Other securities | — | — | $13.9M | 2.3% | |
| STATE STREET TARGET RET 2035 Mutual Fund N/A | Other securities | — | — | $12.7M | 2.1% | |
| STATE STREET TARGET RET 2060 Mutual Fund N/A | Other securities | — | — | $12.6M | 2.1% | |
| JPMORGAN SMALL CAP VALR6 Mutual Fund N/A | Mutual Funds | — | — | $11.3M | 1.9% | |
| CLEARBRIDGE SM CAP GRO I Mutual Fund N/A | Other securities | — | — | $11.1M | 1.9% | |
| PGIM JENNISON HLTH SCI Z Mutual Fund N/A | Other securities | — | — | $9.7M | 1.6% | |
| STATE STREET TARGET RET 2025 Mutual Fund N/A | Other securities | — | — | $9.5M | 1.6% | |
| PIMCO INC FUND INST Mutual Fund N/A | Mutual Funds | — | — | $6.2M | 1.0% | |
| Notes receivable from participants Maturing 2025 - 2039 at interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $5.9M | 1.0% | |
| FIDELITY U.S. BOND INDEX Mutual Fund N/A | Mutual Funds | — | — | $5.5M | 0.9% | |
| STATE STREET TARGET RET 2020 Mutual Fund N/A | Other securities | — | — | $5.2M | 0.9% | |
| STATE STREET TARGET RET K Mutual Fund N/A | Other securities | — | — | $4.5M | 0.8% | |
| MACQ EMRG MRKT INSTIT Mutual Fund N/A | Other securities | — | — | $4.2M | 0.7% | |
| STATE STREET TARGET RET 2065 Mutual Fund N/A | Other securities | — | — | $4.1M | 0.7% | |
| FID INFL-PROT BOND IDX Mutual Fund N/A | U.S. Treasuries | — | — | $3.9M | 0.7% | |
| DAVIS FINANCIAL FUND CL Y Mutual Fund N/A | Other securities | — | — | $3.5M | 0.6% | |
| COHEN & STEERS REALTY L Mutual Fund N/A | Other securities | — | — | $2.4M | 0.4% |
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 |
|---|---|---|---|---|---|
| DAVID W LARSEN DBA LARSEN LAW PLLC | — | MIDDLETON, ID | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | MILWAUKEE, WI | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
