Jennifer Jasinski signed LIRO Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LIRO Engineers, Inc.'s EIN is 13-1974950.
Download the official 2024 Form 5500 (PDF) for LIRO Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LIRO Engineers, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $53K | — |
| PROCYON ADVISORS LLC | 82-1652002 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $31.5M | 17.9% | |
| American Funds 2025 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $14.5M | 8.3% | |
| American Funds 2030 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $11.4M | 6.5% | |
| Prudential Guaranteed Income Fund FBRIC | Other securities | — | — | $11.3M | 6.4% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $10.3M | 5.8% | |
| American Funds 2035 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $10.1M | 5.8% | |
| American Funds 2050 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $9.5M | 5.4% | |
| Columbia Dividend Income Fund Instl 3 Cl Mutual Fund | Other securities | — | — | $7.3M | 4.1% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Mutual Funds | — | — | $6.7M | 3.8% | |
| American Funds 2055 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $6.4M | 3.6% | |
| Principal SmallCap Fund Class R6 Mutual Fund | Other securities | — | — | $6.0M | 3.4% | |
| Metropolitan West Total Return Bond Fund Cl I Mutual Fund | Other securities | — | — | $5.4M | 3.1% | |
| American Funds 2045 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $5.4M | 3.0% | |
| American Funds 2020 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $5.2M | 3.0% | |
| American Funds 2040 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $4.8M | 2.7% | |
| MFS International Intrinsic Value Fund Cl R3 Mutual Fund | Mutual Funds | — | — | $3.9M | 2.2% | |
| PIMCO Income Fund Institutional Cl Mutual Fund | Mutual Funds | — | — | $3.7M | 2.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $3.3M | 1.9% | |
| American Funds 2015 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $3.0M | 1.7% | |
| American Funds New Perspective Fund® Cl Mutual Fund | Mutual Funds | — | — | $2.8M | 1.6% | |
| per annum $0 | Other securities | — | — | $2.4M | 1.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Sh Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.2% | |
| American Funds New World Fund® Cl Mutual Fund | Mutual Funds | — | — | $1.8M | 1.0% | |
| Vanguard International Growth Fund Admiral Sh Mutual Fund | Mutual Funds | — | — | $1.7M | 1.0% | |
| American Funds 2060 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| MFS Global Real Estate Fund Cl R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| American Funds 2065 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $670K | 0.4% | |
| American Funds 2010 Target Date Ret Fund® Cl Mutual Fund | Mutual Funds | — | — | $639K | 0.4% | |
| PIMCO Intl Bond Fd (U.S. Dollar-Hedged) Instl Mutual Fund | Mutual Funds | — | — | $526K | 0.3% | |
| PIMCO CommodityRealReturn Strategy Fd Instl Mutual Fund | Mutual Funds | — | — | $490K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $53K |
| — |
