Jennifer Scholz signed Hensel Phelps Construction Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hensel Phelps Construction Co's EIN is 84-0876644.
Download the official 2024 Form 5500 (PDF) for Hensel Phelps Construction Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hensel Phelps Construction Co's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL INC | — | BETHESDA, MD | INVESTMENT ADVISOR | $3K | — |
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 Annuity Insurance Company Guaranteed Income Fund, interest rate at 1.90%, no maturity date | Bonds / Notes | — | — | $19.4M | 32.5% | |
| Massachusetts Financial Services MFS Lifetime 2035 R6 | Mutual Funds | — | — | $7.1M | 11.8% | |
| Massachusetts Financial Services MFS Lifetime 2030 R6 | Mutual Funds | — | — | $5.3M | 8.8% | |
| Massachusetts Financial Services MFS Lifetime 2040 R6 | Mutual Funds | — | — | $5.1M | 8.5% | |
| Massachusetts Financial Services MFS Lifetime 2045 R6 | Mutual Funds | — | — | $4.1M | 6.8% | |
| Massachusetts Financial Services MFS Lifetime 2050 R6 | Mutual Funds | — | — | $3.1M | 5.2% | |
| Massachusetts Financial Services MFS Lifetime 2025 R6 | Mutual Funds | — | — | $3.0M | 5.0% | |
| Massachusetts Financial Services MFS Lifetime Income R6 | Mutual Funds | — | — | $2.2M | 3.7% | |
| Massachusetts Financial Services MFS Lifetime 2055 R6 | Mutual Funds | — | — | $2.1M | 3.6% | |
| Massachusetts Financial Services MFS Lifetime 2060 R6 | Mutual Funds | — | — | $1.5M | 2.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.5M | 2.5% | |
| Massachusetts Financial Services MFS Lifetime 2065 R6 | Mutual Funds | — | — | $731K | 1.2% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $719K | 1.2% | |
| American Funds American funds New Perspective R6 | Mutual Funds | — | — | $552K | 0.9% | |
| Vanguard Total Institutional Stock Index I | Mutual Funds | — | — | $470K | 0.8% | |
| MID CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $409K | 0.7% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $225K | 0.4% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $160K | 0.3% | |
| Invesco Equally - Weighted S&P 500 R6 | Common Collective Trusts | — | — | $157K | 0.3% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $134K | 0.2% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $131K | 0.2% | |
| INTERNATIONAL BLEND II (MANAGED BY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $60K | 0.1% | |
| MFS MID CAP VALUE FUND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $20K | <0.1% |
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 |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | OTHER | $6K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $406 | — |
