Cindy Marden signed S.M. Lorusso & Sons, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.M. Lorusso & Sons, Inc.'s EIN is 04-2078853.
Download the official 2024 Form 5500 (PDF) for S.M. Lorusso & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.M. Lorusso & Sons, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | 46-5061538 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3.8M | 14.8% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $3.6M | 13.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 7.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.7M | 6.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.6M | 6.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 6.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 4.7% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.1M | 4.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $998K | 3.9% | |
| AMER BEACON AHL MNG FS R5 | Registered Investment Companies | — | — | $934K | 3.7% | |
| THORNBURG STRAT INC R6 | Registered Investment Companies | — | — | $929K | 3.6% | |
| DWS REAL ASSETS I | Registered Investment Companies | — | — | $733K | 2.9% | |
| NUVEEN EQUITY INDEX R6 | Registered Investment Companies | — | — | $589K | 2.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $529K | 2.1% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $493K | 1.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $452K | 1.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $447K | 1.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $417K | 1.6% | |
| JHANCOCK FLT RATE INC FUND R6 | Registered Investment Companies | — | — | $277K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $201K | 0.8% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $177K | 0.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $161K | 0.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $127K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $87K | 0.3% | |
| LS INFLPROTEC SECS N | Registered Investment Companies | — | — | $6K | <0.1% | |
| PRINCIPAL GIOBAL M-STRAT INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| COHEN & STEERS PRF SEC & INC Z | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| COLUMBIA CONVERTIBLE SEC I3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $40K |
| — |
