Donald Morris signed Acorn Engineering Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acorn Engineering Company, Inc.'s EIN is 95-1864304.
Download the official 2024 Form 5500 (PDF) for Acorn Engineering Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acorn Engineering Company, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 EI FIXED ACCOUNT SERIES CLASS II | Other securities | — | — | $7.5M | 21.7% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $7.3M | 21.3% | |
| Putnam Funds PUTNAM CORE EQUITY FUND A | Mutual Funds | — | — | $4.3M | 12.7% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R5 | Mutual Funds | — | — | $2.0M | 5.7% | |
| Columbia LARGE CAP INDEX A | Other securities | — | — | $1.9M | 5.7% | |
| Columbia MID CAP INDEX A | Other securities | — | — | $1.9M | 5.4% | |
| Empower MID CAP VALUE INSTL | Other securities | — | — | $1.4M | 4.2% | |
| Empower MULTI SECTOR BOND INVESTOR | Other securities | — | — | $1.3M | 3.7% | |
| T. Rowe T. ROWE PRICE BALANCED ADV | Other securities | — | — | $1.0M | 3.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.0M | 3.0% | |
| Capital Group CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $854K | 2.5% | |
| FUTUREFUNDS SERIES ACCNT II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $854K | 2.5% | |
| T. Rowe T. ROWE PRICE RET BLEND SELCT TRST 2050 1 | Other securities | — | — | $842K | 2.5% | |
| T. Rowe T. ROWE PRICE RET BLEND SELCT TRST 2040 1 | Other securities | — | — | $665K | 1.9% | |
| Notes receivable from participants, less deemed * Participant loans distributions - Maturing 2025 to 2035; Interest 4.25% - | Bonds / Notes | — | — | $462K | 1.3% | |
| Columbia SMALL CAP INDEX A | Other securities | — | — | $386K | 1.1% | |
| Vanguard ENERGY FUND | Mutual Funds | — | — | $275K | 0.8% | |
| T. Rowe T. ROWE PRICE RET BLEND SELCT TRST 2030 1 | Other securities | — | — | $251K | 0.7% | |
| Empower SECUREFOUNDATION BALANCED INV | Other securities | — | — | $240K | 0.7% | |
| T. Rowe T. ROWE PRICE RET BLEND SELCT TRST 2020 1 | Other securities | — | — | $204K | 0.6% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $169K | 0.5% | |
| T. Rowe T. ROWE PRICE RET BLEND SELCT TRST 2010 1 | Other securities | — | — | $151K | 0.4% | |
| First Eagle FIRST EAGLE GOLD A | Other securities | — | — | $131K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $91K |
| — |
