Marissa Light signed Lenco Industries, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lenco Industries, Inc.'s EIN is 04-2719777.
Download the official 2023 Form 5500 (PDF) for Lenco Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lenco Industries, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | — | PITTSFIELD, MA | INVESTMENT ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Massachusetts Investors Growth Stock Fund " | Mutual Funds | — | — | $2.9M | 20.7% | |
| JPMorgan Mid Cap Value Fund L " | Other securities | — | — | $1.8M | 12.9% | |
| American Funds EuroPacific Growth Fund " | Mutual Funds | — | — | $1.7M | 12.1% | |
| Vanguard Dividend Growth Fund " | Mutual Funds | — | — | $1.5M | 10.6% | |
| DFA U.S. Large Company Portfolio " | Mutual Funds | — | — | $1.0M | 7.3% | |
| Vanguard Small Cap Value Index Fund " | Common Collective Trusts | — | — | $787K | 5.7% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $419K | 3.0% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $233K | 1.7% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $228K | 1.6% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $186K | 1.3% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $165K | 1.2% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $145K | 1.0% | |
| Federated Hermes Total Return Bond Fund " | Other securities | — | — | $143K | 1.0% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $127K | 0.9% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $125K | 0.9% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $123K | 0.9% | |
| DFA U.S. Large Cap Value Portfolio " ** 401 DFA U.S. Targeted Value Portfolio " ** 221 Dodge & Cox International Stock Fund " | Mutual Funds | — | — | $122K | 0.9% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $115K | 0.8% | |
| Goldman Sachs GQG Partners Intl Opps Fund " | Other securities | — | — | $115K | 0.8% | |
| American Century Disciplined Core Value Fund " | Other securities | — | — | $112K | 0.8% | |
| PGIM Total Return Bond Fund " | Other securities | — | — | $106K | 0.8% | |
| Nationwide Loomis All Cap Growth Fund " | Other securities | — | — | $102K | 0.7% | |
| Avantis U.S. Large Cap Value Fund " | Other securities | — | — | $101K | 0.7% | |
| JPMorgan Equity Income Fund " | Other securities | — | — | $99K | 0.7% | |
| Vanguard Total Intl Stock Index Fund " ** 405 Vanguard U.S. Growth Fund " | Common Collective Trusts | — | — | $99K | 0.7% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $99K | 0.7% | |
| Avantis Emerging Markets Equity Fund " | Other securities | — | — | $98K | 0.7% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $90K | 0.6% | |
| AB Small Cap Growth Portfolio " | Other securities | — | — | $87K | 0.6% | |
| Lord Abbett High Yield Fund " | Mutual Funds | — | — | $81K | 0.6% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $79K | 0.6% | |
| Vanguard Short-Term Bond Index Fund " | Common Collective Trusts | — | — | $65K | 0.5% | |
| DFA Global Real Estate Securities Portfolio " | Mutual Funds | — | — | $58K | 0.4% | |
| JPMorgan Mid Cap Value Fund " | Other securities | — | — | $58K | 0.4% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $58K | 0.4% | |
| Lazard International Strategic Equity Fund " ** 432 Western Asset Core Plus Bond Fund " | Other securities | — | — | $57K | 0.4% | |
| Neuberger Berman Genesis Fund " | Other securities | — | — | $57K | 0.4% | |
| JPMorgan Government Bond Fund " | U.S. Treasuries | — | — | $53K | 0.4% | |
| DWS Enhanced Commodity Strategy Fund " | Other securities | — | — | $43K | 0.3% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $37K | 0.3% | |
| AB Global Bond Fund Mutual fund | Other securities | — | — | $36K | 0.3% | |
| Vanguard Explorer Fund " | Mutual Funds | — | — | $36K | 0.3% | |
| Avantis U.S. Small Cap Value Fund " | Other securities | — | — | $35K | 0.3% | |
| MFS Research Fund " | Mutual Funds | — | — | $34K | 0.2% | |
| Invesco Growth And Income Fund " | Mutual Funds | — | — | $33K | 0.2% | |
| Principal Large Cap Growth Fund " | Other securities | — | — | $31K | 0.2% | |
| Invesco Global Fund " | Mutual Funds | — | — | $27K | 0.2% | |
| American Beacon International Equity Fund " | Other securities | — | — | $25K | 0.2% | |
| Harbor International Fund " | Other securities | — | — | $22K | 0.2% | |
| Principal Equity Income Fund " | Other securities | — | — | $18K | 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 PENSION SERVICE | — | NORTH HAVEN, CT | CONTRACT ADMINISTRATOR | $3K | — |
