Laura REID signed Horrocks Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horrocks Engineers, Inc.'s EIN is 87-0296502.
Download the official 2024 Form 5500 (PDF) for Horrocks Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horrocks Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $135K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $9.3M | 12.7% | |
| FLEXPATH INDEX MODERATE 2035 GREAT GRAY · EIN 47-2478524 / PN 211 | Common Collective Trust | — | — | $8.9M | 12.1% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $7.4M | 10.1% | |
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $5.4M | 7.4% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $5.3M | 7.3% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $4.2M | 5.8% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $3.1M | 4.2% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.8% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $2.7M | 3.7% | |
| LARGE CAP VALUE GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.5M | 3.5% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $2.2M | 3.0% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $2.2M | 3.0% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| Key Guaranteed Portfolio Fund Great-West Life & Annuity Insurance Company | Common Stocks | — | — | $1.6M | 2.2% | |
| Fidelity Mid Cap Growth Index Registered Investment Company | Mutual Funds | — | — | $1.5M | 2.0% | |
| Notes Receivable from Participants Interest rates between 5.25% and 10.50% - | Bonds / Notes | — | — | $1.2M | 1.7% | |
| American Funds New Perspective R6 Registered Investment Company | Mutual Funds | — | — | $1.1M | 1.6% | |
| CORE PLUS BOND VALUE II GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | — | — | $992K | 1.4% | |
| Empower International Value Instl Registered Investment Company | Common Stocks | — | — | $873K | 1.2% | |
| American Funds New World R6 Registered Investment Company | Mutual Funds | — | — | $797K | 1.1% | |
| BLACKROCK U.S. DEBT INDEX GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $754K | 1.0% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $744K | 1.0% | |
| SMALL CAP GROWTH GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $700K | 1.0% | |
| Allspring Special Mid Cap Value R6 Registered Investment Company | Common Stocks | — | — | $589K | 0.8% | |
| Pimco Rae Us Small Instl Registered Investment Company | Mutual Funds | — | — | $576K | 0.8% | |
| DFA Global Real Estate Securities Registered Investment Company | Mutual Funds | — | — | $574K | 0.8% | |
| Fidelity Mid Cap Index Registered Investment Company | Mutual Funds | — | — | $535K | 0.7% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $511K | 0.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $488K | 0.7% | |
| BLACKROCK DEVELOPED REAL ESTATE GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $474K | 0.7% | |
| Pimco Commodity Real Ret Strat Instl Registered Investment Company | Mutual Funds | — | — | $451K | 0.6% | |
| BLACKROCK U.S TIPS INDEX I GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $178K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $155K | 0.2% | |
| Goldman Sachs Global Core Fixed Inc Inst Registered Investment Company | Common Stocks | — | — | $145K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2045 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $133K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $112K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $56K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORROCKS ENGINEERS, INC. | — | PLEASANT GROVE, UT | OTHER | $13K | — |
