Joe Paine signed American Heating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Heating, Inc.'s EIN is 93-0674300.
Download the official 2024 Form 5500 (PDF) for American Heating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Heating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC. | 20-0361079 | — | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Target T. Rowe Price Target 2045 a | Other securities | — | — | $2.6M | 11.9% | |
| T. Rowe Price Target T. Rowe Price Target 2030 a | Other securities | — | — | $2.6M | 11.7% | |
| T. Rowe Price Target T. Rowe Price Target 2035 a | Other securities | — | — | $2.3M | 10.4% | |
| T. Rowe Price Target T. Rowe Price Target 2025 a | Other securities | — | — | $1.8M | 8.1% | |
| T. Rowe Price Target T. Rowe Price Target 2040 a | Other securities | — | — | $1.8M | 7.9% | |
| Fidelity 500 Index a | Common Collective Trusts | — | — | $1.7M | 7.8% | |
| T. Rowe Price Target T. Rowe Price Target 2050 a | Other securities | — | — | $1.6M | 7.2% | |
| JP Morgan JP Morgan Large Cap Growth a | Other securities | — | — | $1.3M | 5.7% | |
| Fidelity Mid Cap Index a | Mutual Funds | — | — | $856K | 3.9% | |
| Fixed Annuity Fund * Empower Investments EI Fixed Account - Series Class III a | Other securities | — | — | $793K | 3.6% | |
| Fidelity Small Cap Index a | Mutual Funds | — | — | $791K | 3.6% | |
| T. Rowe Price Target T. Rowe Price Target 2055 a | Other securities | — | — | $765K | 3.5% | |
| Fidelity Total International Index a | Mutual Funds | — | — | $628K | 2.8% | |
| T. Rowe Price Target T. Rowe Price Target 2060 a | Other securities | — | — | $595K | 2.7% | |
| similar partv maturity date, rate of interest. collateral. pa r, or maturity value Cost Value Mutual Funds T. Rowe Price Target T. Rowe Price Target 2020 a | Other securities | — | — | $587K | 2.7% | |
| Fidelity Advisor Investment a | Mutual Funds | — | — | $584K | 2.6% | |
| Vanguard Windsor II a | Mutual Funds | — | — | $454K | 2.1% | |
| T. Rowe Price Target T. Rowe Price Target 2065 a | Other securities | — | — | $112K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
