KIM Davis signed Hennebery EDDY Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hennebery EDDY Architects, Inc.'s EIN is 93-1228592.
Download the official 2024 Form 5500 (PDF) for Hennebery EDDY Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hennebery EDDY Architects, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $3.4M | 18.1% | |
| American Funds 2050 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $2.1M | 11.2% | |
| Nuveen S&P 500 Index Retirement Mutual Fund | Common Collective Trusts | — | — | $1.9M | 10.4% | |
| American Funds 2040 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $1.6M | 8.8% | |
| Unallocated insurance contracts Key Guaranteed Portolio Fund Fixed Annuity | Other securities | — | — | $1.3M | 7.0% | |
| American Funds 2030 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.4% | |
| American Funds 2055 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.4% | |
| LARGE CAP GROWTH/JPMORGAN INVST MGM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.2M | 6.2% | |
| Ishares MSCI Eafe International Index A Mutual Fund | Other securities | — | — | $366K | 2.0% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | Other securities | — | — | $341K | 1.8% | |
| Hartford Dividend and Growth R6 Mutual Fund | Other securities | — | — | $329K | 1.8% | |
| MFS Research International R6 Mutual Fund | Mutual Funds | — | — | $304K | 1.6% | |
| American Funds 2045 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $285K | 1.5% | |
| Columbia Small Cap Index A Mutual Fund | Other securities | — | — | $250K | 1.3% | |
| Hartford Core Equity R6 Mutual Fund | Other securities | — | — | $244K | 1.3% | |
| American Funds 2025 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $239K | 1.3% | |
| Invesco Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $228K | 1.2% | |
| PGIM Global Total Return R6 Mutual Fund | Other securities | — | — | $186K | 1.0% | |
| Columbia Mid Cap Index A Mutual Fund | Mutual Funds | — | — | $175K | 0.9% | |
| JPMorgan Income R6 Mutual Fund | Other securities | — | — | $138K | 0.7% | |
| American Funds 2060 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $132K | 0.7% | |
| American Funds New World Fund R4 Mutual Fund | Mutual Funds | — | — | $113K | 0.6% | |
| Registered investment companies American Funds 2020 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $112K | 0.6% | |
| MassMutual Inf-Prot and Income I Mutual Fund | Other securities | — | — | $104K | 0.6% | |
| Empower Real Estate Index Fund Inv Mutual Fund | Common Collective Trusts | — | — | $102K | 0.5% | |
| MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $93K | 0.5% | |
| Janus Henderson Venture A Mutual Fund | Mutual Funds | — | — | $74K | 0.4% | |
| American Funds Bond Fund of America R6 Mutual Fund | Mutual Funds | — | — | $66K | 0.4% | |
| American Funds 2065 Target Date Retire R4 Mutual Fund | Mutual Funds | — | — | $59K | 0.3% | |
| Participant loans Interest Rate 9.5% - | Bonds / Notes | — | — | $40K | 0.2% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HORST & GRABEN WEALTH MANAGEMENT |
| — |
| LAKE OSWEGO, OR |
| INVESTMENT ADVISOR |
| $31K |
| — |
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $8K | — |
