Deborah Messina signed Lifetime Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifetime Brands, Inc.'s EIN is 11-2682486.
Download the official 2024 Form 5500 (PDF) for Lifetime Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifetime Brands, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISORY | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $15.1M | 16.1% | |
| JP Morgan Large Cap Growth R6 Fund Mutual fund | Other securities | — | — | $9.8M | 10.5% | |
| Goldman Sachs Fin SQ Gov R6 Fund Mutual fund | Other securities | — | — | $7.7M | 8.2% | |
| T. Rowe Price Retirement I 2035 I Fund Mutual fund | Other securities | — | — | $7.6M | 8.2% | |
| MFS Value R6 Fund Mutual fund | Mutual Funds | — | — | $5.1M | 5.5% | |
| T. Rowe Price Retirement I 2030 I Fund Mutual fund | Other securities | — | — | $4.9M | 5.2% | |
| T. Rowe Price Retirement I 2025 I Fund Mutual fund | Other securities | — | — | $4.7M | 5.0% | |
| BlackRock Mid-Cap Growth Equity K Fund* Mutual fund | Other securities | — | — | $4.0M | 4.2% | |
| T. Rowe Price Retirement I 2045 I Fund Mutual fund | Other securities | — | — | $3.7M | 3.9% | |
| T. Rowe Price Retirement I 2050 I Fund Mutual fund | Other securities | — | — | $3.6M | 3.9% | |
| Metropolitan West Total Return Bond Plan Fund Mutual fund | Other securities | — | — | $3.2M | 3.5% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $2.8M | 2.9% | |
| T. Rowe Price Retirement I 2055 I Fund Mutual fund | Other securities | — | — | $2.6M | 2.7% | |
| T. Rowe Price Retirement I 2040 I Fund Mutual fund | Other securities | — | — | $2.5M | 2.7% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund | Mutual Funds | — | — | $2.5M | 2.7% | |
| MFS New Discovery Value R6 Fund Mutual fund | Mutual Funds | — | — | $1.8M | 1.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| Vanguard FTSE Social Index Admiral Fund Mutual fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| JP Morgan Mid Cap Value R6 Fund Mutual fund | Other securities | — | — | $1.2M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| Loans to participants* Varying maturity dates, with interest rates at 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 1.2% | |
| T. Rowe Price Retirement I 2060 I Fund Mutual fund | Other securities | — | — | $1.0M | 1.1% | |
| T. Rowe Price Retirement I 2020 I Fund Mutual fund | Other securities | — | — | $861K | 0.9% | |
| T. Rowe Price Retirement I 2065 I Fund Mutual fund | Other securities | — | — | $814K | 0.9% | |
| GQG Partners Emerging Equity R6 Fund Mutual fund | Other securities | — | — | $720K | 0.8% | |
| BlackRock Inflation Protected Bond K Fund* Mutual fund | Other securities | — | — | $612K | 0.7% | |
| Pioneer Strategic Income K Fund Mutual fund | Other securities | — | — | $433K | 0.5% | |
| T. Rowe Price Retirement I 2015 I Fund Mutual fund | Other securities | — | — | $418K | 0.4% | |
| T. Rowe Price Retirement I 2010 I Fund Mutual fund | Other securities | — | — | $413K | 0.4% | |
| (E) | Other securities | — | — | $19K | <0.1% | |
| T. Rowe Price Retirement Bal I Fund Mutual fund 186426 T. Rowe Price Retirement I 2005 I Fund Mutual fund | Other securities | — | — | $19K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
