Andrew Pantuosco signed LEK Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LEK Consulting LLC's EIN is 04-3313799.
Download the official 2024 Form 5500 (PDF) for LEK Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LEK Consulting LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | Common Collective Trusts | — | — | $50.8M | 26.7% | |
| JP Morgan Growth Advantage R6 - | Other securities | — | — | $16.3M | 8.6% | |
| Fidelity Freedom 2055 K - | Mutual Funds | — | — | $15.5M | 8.2% | |
| Fidelity Freedom 2060 K - | Mutual Funds | — | — | $13.1M | 6.9% | |
| Fidelity Freedom 2050 K - | Mutual Funds | — | — | $12.8M | 6.7% | |
| Fidelity Freedom 2040 K - | Mutual Funds | — | — | $8.3M | 4.4% | |
| Putnam Large Cap Value R6 - | Mutual Funds | — | — | $7.0M | 3.7% | |
| Fidelity Extended Market Index - | Mutual Funds | — | — | $5.5M | 2.9% | |
| BrokerageLink - Self-directed * Fidelity brokerage account - | Self-Directed Brokerage | — | — | $4.9M | 2.6% | |
| Fidelity Freedom 2065 K - | Mutual Funds | — | — | $4.7M | 2.5% | |
| Fidelity Freedom 2045 K - | Mutual Funds | — | — | $4.2M | 2.2% | |
| Fidelity International Index - | Mutual Funds | — | — | $3.8M | 2.0% | |
| American Funds Europac Growth R6 - | Mutual Funds | — | — | $3.3M | 1.7% | |
| Columbia Contrarian Core I3 - | Other securities | — | — | $3.0M | 1.6% | |
| Fidelity Freedom 2035 K - | Mutual Funds | — | — | $2.8M | 1.5% | |
| Fidelity Freedom 2030 K - | Mutual Funds | — | — | $2.6M | 1.3% | |
| MassMutual Mid Cap Growth I - | Other securities | — | — | $2.5M | 1.3% | |
| Fidelity Balanced K6 - | Mutual Funds | — | — | $2.3M | 1.2% | |
| Fidelity Government Money Market K6 - | Mutual Funds | — | — | $2.2M | 1.2% | |
| PGIM High Yield R6 - | Other securities | — | — | $2.1M | 1.1% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 - | Other securities | — | — | $1.8M | 1.0% | |
| Invesco Developing Markets R6 - | Mutual Funds | — | — | $1.8M | 0.9% | |
| Fidelity US Bond Idx - | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| Invesco International Small-Mid Co R6 - | Mutual Funds | — | — | $1.7M | 0.9% | |
| Janus Henderson Triton N - | Mutual Funds | — | — | $1.5M | 0.8% | |
| Fidelity Freedom 2025 K - | Mutual Funds | — | — | $1.4M | 0.7% | |
| Fidelity Total Bond K6 - | Mutual Funds | — | — | $1.4M | 0.7% | |
| MFS Mid Cap Value R6 - | Mutual Funds | — | — | $1.0M | 0.5% | |
| Neuberger Berman Strategic Income R6 - | Other securities | — | — | $877K | 0.5% | |
| Fidelity Freedom 2020 K - | Mutual Funds | — | — | $378K | 0.2% | |
| from participants maturities from 2025-2031 - | Other securities | — | — | $271K | 0.1% | |
| Fidelity Short-Term Treasury Bond Index - | U.S. Treasuries | — | — | $12K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index - | U.S. Treasuries | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
