Michelle Page signed HFA-AE Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HFA-AE Ltd.'s EIN is 83-4099045.
Download the official 2024 Form 5500 (PDF) for HFA-AE Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HFA-AE Ltd.'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 | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | $4.2M | $4.1M | 13.5% | |
| Empower Retirement Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | $3.6M | $3.4M | 11.4% | |
| SSGA SANDP 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | $2.7M | $2.7M | 9.0% | |
| Empower Retirement Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | $2.3M | $2.2M | 7.3% | |
| Empower Retirement Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | $2.2M | $2.1M | 6.9% | |
| Empower Retirement Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | $1.6M | $1.5M | 5.1% | |
| Empower Retirement Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | $1.5M | $1.5M | 4.9% | |
| Empower Retirement Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | $1.5M | $1.5M | 4.9% | |
| Empower Retirement Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | $1.5M | $1.4M | 4.7% | |
| Empower Retirement Nuveen Large Cap Growth Index R6 | Mutual Funds | — | $1.4M | $1.4M | 4.6% | |
| Empower Retirement Vanguard Value Index Adm | Mutual Funds | — | $1.1M | $1.0M | 3.5% | |
| Empower Retirement Fidelity Mid Cap Index | Mutual Funds | — | $745K | $931K | 3.1% | |
| Empower Retirement Vanguard Small Cap Index Adm | Mutual Funds | — | $810K | $809K | 2.7% | |
| Empower Retirement Key Guaranteed Portfolio Fund | Other securities | — | $592K | $630K | 2.1% | |
| Empower Retirement Vanguard Developed Markets Index Admiral | Mutual Funds | — | $619K | $628K | 2.1% | |
| Empower Retirement Fidelity International Index | Mutual Funds | — | $555K | $512K | 1.7% | |
| Empower Retirement Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $464K | $455K | 1.5% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | $423K | $415K | 1.4% | |
| Empower Retirement Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $418K | $409K | 1.4% | |
| Empower Retirement Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | $381K | $366K | 1.2% | |
| Empower Retirement Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | $391K | $363K | 1.2% | |
| Empower Retirement Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | $328K | $330K | 1.1% | |
| Empower Retirement Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | $285K | $280K | 0.9% | |
| Empower Retirement Vanguard Balanced Index Adm | Mutual Funds | — | $254K | $246K | 0.8% | |
| Empower Retirement Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | $267K | $246K | 0.8% | |
| Empower Retirement Vanbuard High-Yield Corporate Adm | Other securities | — | $194K | $192K | 0.6% | |
| Empower Retirement Vanguard Long-Term Treasury Ind Admiral | Mutual Funds | — | $175K | $169K | 0.6% | |
| Empower Retirement Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | $158K | $162K | 0.5% | |
| Empower Retirement Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | $127K | $118K | 0.4% | |
| Empower Retirement Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | $46K | $44K | 0.1% | |
| Empower Retirement Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | $25K | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT LLC | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $26K | — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $24K | — |
