Kelly Eustace signed Heating & Plumbing Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heating & Plumbing Engineers, Inc.'s EIN is 84-0440524.
Download the official 2024 Form 5500 (PDF) for Heating & Plumbing Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heating & Plumbing 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $588 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
| KESTRA ADVISORY SERVICES |
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 | |||||
|---|---|---|---|---|---|---|
| GG TRP RET 2030 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.8M | 23.9% | |
| Great Gray T. Rowe Price Retiree 2030 R1 Common Collective Trust | Common Collective Trusts | — | — | $1.8M | 23.9% | |
| Great Gray T. Rowe Price Retiree 2025 R1 Common Collective Trust | Common Collective Trusts | — | — | $1.3M | 17.3% | |
| GG TRP RET 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.3M | 17.3% | |
| Great Gray T. Rowe Price Retiree 2040 R1 Common Collective Trust | Common Collective Trusts | — | — | $1.0M | 13.0% | |
| GG TRP RET 2040 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.0M | 13.0% | |
| Great Gray T. Rowe Price Retiree 2035 R1 Common Collective Trust | Common Collective Trusts | — | — | $950K | 12.3% | |
| GG TRP RET 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $950K | 12.3% | |
| Great Gray T. Rowe Price Retiree 2045 R1 Common Collective Trust | Common Collective Trusts | — | — | $847K | 11.0% | |
| GG TRP RET 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $847K | 11.0% | |
| Great Gray T. Rowe Price Retiree 2055 R1 Common Collective Trust | Common Collective Trusts | — | — | $621K | 8.1% | |
| GG TRP RET 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $621K | 8.1% | |
| Great Gray T. Rowe Price Retiree 2060 R1 Common Collective Trust | Common Collective Trusts | — | — | $403K | 5.2% | |
| WT TRP RET 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $403K | 5.2% | |
| Great Gray T. Rowe Price Retiree 2050 R1 Common Collective Trust | Common Collective Trusts | — | — | $201K | 2.6% | |
| GG TRP RET 2050 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $201K | 2.6% | |
| Great Gray T. Rowe Price Retiree 2020 R1 Common Collective Trust | Common Collective Trusts | — | — | $95K | 1.2% | |
| GG TRP RET 2020 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $95K | 1.2% | |
| Great Gray T. Rowe Price Retiree 2065 R1 Common Collective Trust | Common Collective Trusts | — | — | $64K | 0.8% | |
| GG TRP RET 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $64K | 0.8% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $61K | 0.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $39K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $35K | 0.5% | |
| Various maturity dates through November 2029; secured by participants’ vested account balances; * Notes Receivable From Participants interest rates from 3.25% to 8.50% | Bonds / Notes | — | — | $31K | 0.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $30K | 0.4% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $21K | 0.3% | |
| Putnum Large Cap Value Fund R1 Common Collective Trust | Common Collective Trusts | — | — | $20K | 0.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $20K | 0.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Advisor Total Bond Fund Z Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Victory RS International Fund R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Fidelity Advisor Focused Emerging Markets Fund - Class Z Mutual Fund | Mutual Funds | — | — | $12K | 0.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $6K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $4K | <0.1% | |
| JP Morgan Global Bond R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| GG TRP RET 2060 R1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1566880 |
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
