Richard Lundgren, Inc.'s EIN is 04-2324062.
Download the official 2024 Form 5500 (PDF) for Richard Lundgren, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richard Lundgren, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH MANAGEMENT COMPANY | — | LOS ANGELES, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRIMES & COMPANY | — | WESTBOROUGH, MA | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GFA-R4 Mutual Fund | Other securities | — | — | $1.6M | 16.0% | |
| WMIF-R4 Mutual Fund | Other securities | — | — | $1.4M | 13.8% | |
| MMF-R4 Mutual Fund | Other securities | — | — | $573K | 5.7% | |
| AFTD50-R4 Mutual Fund | Other securities | — | — | $572K | 5.7% | |
| AFTD35-R4 Mutual Fund | Other securities | — | — | $540K | 5.4% | |
| AFTD45-R4 Mutual Fund | Other securities | — | — | $482K | 4.8% | |
| AMCAP-R4 Mutual Fund | Other securities | — | — | $475K | 4.7% | |
| BFA-R4 Mutual Fund | Other securities | — | — | $452K | 4.5% | |
| AFTD30-R4 Mutual Fund | Other securities | — | — | $405K | 4.0% | |
| AHIT-R4 Mutual Fund | Other securities | — | — | $349K | 3.5% | |
| SCWF-R4 Mutual Fund | Other securities | — | — | $317K | 3.1% | |
| EUPAC-R4 Mutual Fund | Other securities | — | — | $298K | 3.0% | |
| AFTD60-R4 Mutual Fund | Other securities | — | — | $286K | 2.8% | |
| AFTD40-R4 Mutual Fund | Other securities | — | — | $282K | 2.8% | |
| ICA-R4 Mutual Fund | Other securities | — | — | $265K | 2.6% | |
| NPF-R4 Mutual Fund | Other securities | — | — | $257K | 2.6% | |
| WGI-R4 Mutual Fund | Other securities | — | — | $248K | 2.5% | |
| AFTD70-R4 Mutual Fund $490 * PARTICIPANT LOANS Interest at 4% to 9.5% | Bonds / Notes | — | — | $239K | 2.4% | |
| AFTD55-R4 Mutual Fund | Other securities | — | — | $221K | 2.2% | |
| AMBAL-R4 Mutual Fund | Other securities | — | — | $195K | 1.9% | |
| NWF-R4 Mutual Fund | Other securities | — | — | $150K | 1.5% | |
| FI-R4 Mutual Fund | Other securities | — | — | $73K | 0.7% | |
| AFTD25-R4 Mutual Fund | Other securities | — | — | $71K | 0.7% | |
| CIB-R4 Mutual Fund | Other securities | — | — | $62K | 0.6% | |
| AFTD65-R4 Mutual Fund | Other securities | — | — | $53K | 0.5% | |
| ILBF-R4 Mutual Fund | Other securities | — | — | $43K | 0.4% | |
| AFTD20-R4 Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| WBF-R4 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| NEF-R4 Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| GBAL-R4 Mutual Fund | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMINISTRATOR | $3K | — |
