Debbie Finan signed L.H. Gault & SON, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L.H. Gault & SON, Inc.'s EIN is 06-0358860.
Download the official 2024 Form 5500 (PDF) for L.H. Gault & SON, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L.H. Gault & SON, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $3.2M | 18.2% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $2.8M | 16.4% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.3M | 13.2% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $2.2M | 12.6% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $1.7M | 9.9% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $979K | 5.7% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $768K | 4.4% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $697K | 4.0% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $633K | 3.7% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $558K | 3.2% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $542K | 3.1% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $315K | 1.8% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $183K | 1.1% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $59K | 0.3% | |
| Vanguard Cash Reserves Federal Money Market Fund " | Mutual Funds | — | — | $56K | 0.3% | |
| Vanguard Target Retirement 2065 Fund " ** 732 Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
