Brian Cutler signed Loureiro Engineering Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loureiro Engineering Associates, Inc.'s EIN is 06-0918334.
Download the official 2024 Form 5500 (PDF) for Loureiro Engineering Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loureiro Engineering Associates, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL LLC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund | Mutual Funds | — | — | $3.5M | 14.0% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $2.4M | 9.7% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $1.9M | 7.7% | |
| American Funds 2055 Target Date Fund | Mutual Funds | — | — | $1.7M | 6.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 6.4% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $1.3M | 5.1% | |
| Empower Fixed Account- Series Class II | Other securities | — | — | $1.2M | 4.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $953K | 3.8% | |
| American Funds 2035 Target Date Fund | Mutual Funds | — | — | $923K | 3.7% | |
| American Funds 2040 Target Date Fund | Mutual Funds | — | — | $907K | 3.6% | |
| American Funds 2045 Target Date Fund | Mutual Funds | — | — | $848K | 3.4% | |
| American Funds 2025 Target Date Fund | Mutual Funds | — | — | $844K | 3.3% | |
| TRowe Price Dividend Growth | Mutual Funds | — | — | $818K | 3.2% | |
| American Funds New Perspective | Mutual Funds | — | — | $777K | 3.1% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $493K | 2.0% | |
| American Funds 2050 Target Date Fund | Mutual Funds | — | — | $488K | 1.9% | |
| Empower T Rowe Price Mid Cap GR | Mutual Funds | — | — | $449K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $419K | 1.7% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $314K | 1.2% | |
| Vanguard Short-Term Infl-Prot Sec Idx | Common Collective Trusts | — | — | $265K | 1.0% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $250K | 1.0% | |
| Vanguard Total Intl Bd Idx | Common Collective Trusts | — | — | $245K | 1.0% | |
| John Hancock Bond R6 | Other securities | — | — | $178K | 0.7% | |
| Vanguard Interm-Term Bond Index | Mutual Funds | — | — | $175K | 0.7% | |
| MFS Research International R6 | Mutual Funds | — | — | $169K | 0.7% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $156K | 0.6% | |
| Vanguard Health Care Index | Mutual Funds | — | — | $151K | 0.6% | |
| Eaton Vance Income Fund of Boston | Other securities | — | — | $141K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $132K | 0.5% | |
| Vanguard Utilities Index | Mutual Funds | — | — | $127K | 0.5% | |
| American Funds 2020 Target Date Fund | Mutual Funds | — | — | $124K | 0.5% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $107K | 0.4% | |
| American Funds New World | Mutual Funds | — | — | $106K | 0.4% | |
| T Rowe Price QM US Small Cap Growth | Mutual Funds | — | — | $105K | 0.4% | |
| John Hancock Strategic Income Opps | Other securities | — | — | $80K | 0.3% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $77K | 0.3% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $76K | 0.3% | |
| American Funds 2015 Target Date Fund | Mutual Funds | — | — | $26K | 0.1% | |
| American Funds 20 l O Target Date Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Participant loans Due through 2032 with interest from 5.25%-9.50% | Bonds / Notes | — | — | $13K | <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 |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | FARMINGTON, CT | CONTRACT ADMIN | $17K | — |
