Heidi Kanorr signed NIBE Energy Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NIBE Energy Systems, Inc.'s EIN is 99-0368191.
Download the official 2024 Form 5500 (PDF) for NIBE Energy Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NIBE Energy Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $253K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | 20-1131890 | — | ADVISOR | $161K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Investor Fund 83,628 Shares | Common Collective Trusts | — | $84K | $17.1M | 10.8% | |
| Vanguard Target Retirement 2030 385,058 Shares | Mutual Funds | — | $385K | $14.6M | 9.3% | |
| Vanguard Target Retirement 2035 412,951 Shares | Mutual Funds | — | $413K | $9.9M | 6.3% | |
| Vanguard Target Retirement 2050 177,558 Shares | Mutual Funds | — | $178K | $8.8M | 5.6% | |
| DFA World ex US Core Equity Instl 662,934 Shares | Mutual Funds | — | $663K | $8.6M | 5.5% | |
| Vanguard Growth Index Fund 40,156 Shares | Common Collective Trusts | — | $40K | $8.5M | 5.4% | |
| Vanguard Total Bond Market Index Fund 890,146 Shares | Common Collective Trusts | — | $890K | $8.4M | 5.4% | |
| Vanguard Target Retirement 2040 193,336 Shares | Mutual Funds | — | $193K | $8.4M | 5.3% | |
| Vanguard Target Retirement 2045 277,304 Shares | Mutual Funds | — | $277K | $8.2M | 5.2% | |
| Vanguard Target Retirement 2025 413,226 Shares | Mutual Funds | — | $413K | $7.7M | 4.9% | |
| Vanguard Mid-Cap Index Fund 80,940 Shares | Common Collective Trusts | — | $81K | $5.8M | 3.7% | |
| Vanguard Value Index Fund 85,399 Shares | Common Collective Trusts | — | $85K | $5.6M | 3.6% | |
| Vanguard Target Retirement Income Investment Fund 399,039 Shares | Mutual Funds | — | $399K | $5.2M | 3.3% | |
| Vanguard Target Retirement 2020 159,424 Shares | Mutual Funds | — | $159K | $4.2M | 2.7% | |
| DFA US High RL PF IS 170,203 Shares | Mutual Funds | — | $170K | $4.2M | 2.6% | |
| Vanguard Target Retirement 2055 63,451 Shares | Mutual Funds | — | $63K | $3.5M | 2.2% | |
| Lincoln Stable Value Fund 3,194,954 Units | Guaranteed Income / GIC | — | $3.2M | $3.2M | 2.0% | |
| Participant Loans Maturing at various dates through 2031 with interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $3.1M | 2.0% | |
| Vanguard Target Retirement 2060 60,085 Shares | Mutual Funds | — | $60K | $3.1M | 2.0% | |
| DFA US Small Cap I 58,735 Shares | Mutual Funds | — | $59K | $2.9M | 1.8% | |
| DFA US Small Cap Value 51,793 Shares | Mutual Funds | — | $52K | $2.5M | 1.6% | |
| Vanguard Total International Bond Index Fund 103,244 Shares | Common Collective Trusts | — | $103K | $2.0M | 1.3% | |
| Vanguard Dividend Appreciation Index Fund 28,294 Shares | Common Collective Trusts | — | $28K | $1.5M | 1.0% | |
| Vanguard Target Retirement 2065 43,806 Shares | Mutual Funds | — | $44K | $1.5M | 0.9% | |
| Vanguard Extended Market Index Fund 9,321 Shares | Common Collective Trusts | — | $9K | $1.3M | 0.9% | |
| American Funds EuroPacific Growth Fund 23,046 Shares | Mutual Funds | — | $23K | $1.2M | 0.8% | |
| Vanguard Global ex-US Real Estate Index Fund 9,278 Shares | Common Collective Trusts | — | $9K | $1.2M | 0.7% | |
| Vanguard Mid-Cap Value Index Fund 12,659 Shares | Common Collective Trusts | — | $13K | $1.1M | 0.7% | |
| Fidelity Small Cap Stock Fund 50,755 Shares | Mutual Funds | — | $51K | $938K | 0.6% | |
| T. Rowe Price Dividend Growth Fund 9,621 Shares | Mutual Funds | — | $10K | $739K | 0.5% | |
| Fidelity Capital & Income Fund 47,684 Shares | Mutual Funds | — | $48K | $484K | 0.3% | |
| DFA US Targeted Value I Fund 13,103 Shares | Mutual Funds | — | $13K | $450K | 0.3% | |
| American Funds Washington Mutual R6 Fund 7,180 Shares | Mutual Funds | — | $7K | $442K | 0.3% | |
| Western Asset Core Bond I Fund 25,293 Shares | Other securities | — | $25K | $263K | 0.2% | |
| Vanguard Target Retirement 2070 8,554 Shares | Mutual Funds | — | $9K | $228K | 0.1% | |
| Vanguard International Growth Adm 1,041 Shares | Mutual Funds | — | $1K | $106K | <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 |
|---|---|---|---|---|---|
| NYHART | 35-0966414 | — | OTHER SERVICES | $60K | — |
