Elizabeth Nilsen signed Horton LEES Brogden Lighting Design Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horton LEES Brogden Lighting Design Inc.'s EIN is 13-2671278.
Download the official 2024 Form 5500 (PDF) for Horton LEES Brogden Lighting Design Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horton LEES Brogden Lighting Design Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINSTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
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 |
|---|---|---|---|---|---|
| JPMORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $22K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE RETIREMENT SERVICES | 13-2945975 | — | CONTRACT ADMI NISTRATOR | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Fidelity 500 Index Fund | Mutual Funds | — | $9K | $1.8M | 13.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $93K | $1.7M | 12.9% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $27K | $1.5M | 11.0% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $50K | $1.2M | 8.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $19K | $925K | 6.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $18K | $774K | 5.7% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $19K | $711K | 5.3% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $23K | $674K | 5.0% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $4K | $495K | 3.7% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $35K | $456K | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $10K | $326K | 2.4% | |
| Fidelity Lg Cap Growth Index Fund | Common Collective Trusts | — | $8K | $323K | 2.4% | |
| GQG Ptrs Emg Mkts Eqty Inst | Other securities | — | $18K | $301K | 2.2% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $6K | $283K | 2.1% | |
| William Blair SMMD Cap Gr I Fund | Other securities | — | $9K | $257K | 1.9% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | $19K | $241K | 1.8% | |
| Dodge & Cox Stock X Fund 883 | Mutual Funds | — | — | $227K | 1.7% | |
| 9.50% with maturities through 2045 | Bonds / Notes | — | — | $211K | 1.6% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $2K | $210K | 1.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $6K | $209K | 1.6% | |
| GROUP ANNUITY CONTRACT * Principal Guaranteed Option | Common Stocks | — | — | $146K | 1.1% | |
| Oakmark Int'l Fund-Inst | Other securities | — | $6K | $146K | 1.1% | |
| Goldman Sachs GQG Prt Int O R6 | Other securities | — | $6K | $111K | 0.8% | |
| FED HMS Inst HI Yld Bd R6 Fund | Other securities | — | $9K | $80K | 0.6% | |
| Cohen & Steers Real Estate Sec Z Fund | Other securities | — | $4K | $61K | 0.5% | |
| Fidelity Inf-Pr Bond Index Fund | Common Collective Trusts | — | $4K | $38K | 0.3% | |
| John Hancock Disc Value MC R6 Fund | Other securities | — | $1K | $34K | 0.3% | |
| Vanguard Treasury MM Inv Fund | Mutual Funds | — | $28K | $28K | 0.2% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
