David Blackwell signed Howard Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howard Companies, LLC's EIN is 82-5245412.
Download the official 2024 Form 5500 (PDF) for Howard Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Howard Companies, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.8M | 9.9% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.5M | 8.3% | |
| Columbia Overseas Value Instl 3 Mutual Funds (1) 393 Fidelity 500 Index Mutual Funds (1) | Common Collective Trusts | — | — | $1.5M | 8.1% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.4M | 8.0% | |
| EI Fixed Account - Series Class VI Guaranteed Interest Account (1) | Other securities | — | — | $1.4M | 7.6% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.2M | 6.4% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.2M | 6.4% | |
| Fidelity International Index Mutual Funds (1) | Mutual Funds | — | — | $1.1M | 6.2% | |
| AB Large Cap Growth Z Mutual Funds (1) | Other securities | — | — | $1.1M | 6.1% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $1.0M | 5.7% | |
| Participant Loans (interest rate range 4.25%-9.50%) -0- | Bonds / Notes | — | — | $898K | 5.0% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $668K | 3.7% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $624K | 3.4% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $574K | 3.2% | |
| JPMorgan Equity Income R6 Mutual Funds (1) | Other securities | — | — | $470K | 2.6% | |
| MFS Mid Cap Growth R6 Mutual Funds (1) | Mutual Funds | — | — | $289K | 1.6% | |
| Fidelity Small Cap Index Mutual Funds (1) | Mutual Funds | — | — | $250K | 1.4% | |
| Fidelity Advisor Total Bond Z Mutual Funds (1) | Mutual Funds | — | — | $221K | 1.2% | |
| Fidelity Mid Cap Index Mutual Funds (1) | Mutual Funds | — | — | $217K | 1.2% | |
| PGIM High-Yield R6 Mutual Funds (1) | Other securities | — | — | $127K | 0.7% | |
| MFS International Growth R6 Mutual Funds (1) | Mutual Funds | — | — | $117K | 0.6% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $110K | 0.6% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $102K | 0.6% | |
| Fidelity Advisor Asset Manager 60% I Mutual Funds (1) | Mutual Funds | — | — | $69K | 0.4% | |
| American Century Mid Cap Value R6 Mutual Funds (1) | Other securities | — | — | $64K | 0.4% | |
| Allspring Special Small Cap Value R6 Mutual Funds (1) | Other securities | — | — | $60K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $20K | 0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Funds (1) | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Advisor Asset Manager 85% I Mutual Funds (1) | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
