Irvette Bryant signed Lakeside Center for Autism, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeside Center for Autism, LLC's EIN is 01-0917541.
Download the official 2022 Form 5500 (PDF) for Lakeside Center for Autism, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lakeside Center for Autism, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 95-6817943 | IRVINE, CA | RECORDKEEPER | $375 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2055 Target Date | Mutual Funds | — | — | $366K | 29.7% | |
| American Funds American Funds 2060 Target Date | Mutual Funds | — | — | $266K | 21.6% | |
| American Funds American Funds 2045 Target Date | Mutual Funds | — | — | $122K | 9.9% | |
| American Funds American Funds 2050 Target Date | Mutual Funds | — | — | $102K | 8.2% | |
| American Funds American Funds 2040 Target Date | Mutual Funds | — | — | $94K | 7.6% | |
| American Funds American Funds 2025 Target Date ** 1 * American Funds American Funds 2030 Target Date | Mutual Funds | — | — | $63K | 5.1% | |
| American Funds American Funds 2035 Target Date | Mutual Funds | — | — | $48K | 3.9% | |
| American Funds AMCAP Fund | Mutual Funds | — | — | $39K | 3.2% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $38K | 3.1% | |
| American Funds American Funds 2065 Target Date | Mutual Funds | — | — | $20K | 1.7% | |
| American Funds Income Fund of America ** 547 * American Funds New Perspective Fund ** 689 * American Funds The Bond Fund of America ** 693 * American Funds American Balanced Fund | Mutual Funds | — | — | $18K | 1.5% | |
| American Funds New World Fund Class A ** 180 * American Funds American Funds 2010 Target Date ** 1 * American Funds American Funds 2015 Target Date ** 1 * American Funds American Funds 2020 Target Date | Mutual Funds | — | — | $18K | 1.4% | |
| American Funds International Growth and Income Fund ** 679 * American Funds Global Balanced Fund | Mutual Funds | — | — | $8K | 0.7% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $4K | 0.4% | |
| American Funds Capital World Bond Fund ** 1 * American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $3K | 0.3% | |
| American Funds The Investment Company of America | Mutual Funds | — | — | $3K | 0.2% | |
| American Funds Smallcap World Fund | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds American High Income Trust ** 257 * American Funds American Funds US Government Securities Fund | Mutual Funds | — | — | $1K | 0.1% | |
| American Funds Capital Income Builder Class A ** 263 * American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.