Liberty Safrit signed Sorenson Lighted Controls Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sorenson Lighted Controls Inc.'s EIN is 06-0774226.
Download the official 2024 Form 5500 (PDF) for Sorenson Lighted Controls Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sorenson Lighted Controls 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 | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $919K | 13.7% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $827K | 12.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $734K | 10.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $437K | 6.5% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $409K | 6.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $391K | 5.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $316K | 4.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $289K | 4.3% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $229K | 3.4% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $224K | 3.3% | |
| ISHARES US AGGREGATE BD IDX K 3 REGISTERED INVESTMENT COMPANY JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $208K | 3.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $207K | 3.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $199K | 3.0% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $177K | 2.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $173K | 2.6% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $172K | 2.6% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $156K | 2.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $123K | 1.8% | |
| THORNBURG INT GROWTH R6 | Registered Investment Companies | — | — | $105K | 1.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $80K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $79K | 1.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $49K | 0.7% | |
| MFS GLOBAL EQ - R4 | Registered Investment Companies | — | — | $45K | 0.7% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $44K | 0.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $22K | 0.3% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $11K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K 614 REGISTERED INVESTMENT COMPANY HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
