Brenda Murphy signed LG Electronics USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LG Electronics USA, Inc.'s EIN is 13-2950311.
Download the official 2024 Form 5500 (PDF) for LG Electronics USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LG Electronics USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $201K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $211K | — |
| NFP RETIREMENT, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | Common Collective Trusts | — | — | $76.2M | 16.9% | |
| Fidelity Contrafund | Mutual Funds | — | — | $73.3M | 16.3% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $35.5M | 7.9% | |
| JPMorgan SmartRetirement 2040 | Other securities | — | — | $28.6M | 6.4% | |
| JPMorgan SmartRetirement 2045 | Other securities | — | — | $28.4M | 6.3% | |
| JPMorgan SmartRetirement 2035 | Other securities | — | — | $27.2M | 6.0% | |
| Baird Aggregate Bond Institutional | Other securities | — | — | $18.4M | 4.1% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $18.2M | 4.0% | |
| JPMorgan SmartRetirement 2050 | Other securities | — | — | $18.2M | 4.0% | |
| JPMorgan SmartRetirement 2030 | Other securities | — | — | $17.3M | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $16.4M | 3.6% | |
| BlackRock iShares MSCI EAFE International Index | Other securities | — | — | $14.3M | 3.2% | |
| JPMorgan SmartRetirement 2025 | Other securities | — | — | $10.9M | 2.4% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $10.1M | 2.2% | |
| JPMorgan SmartRetirement 2055 | Other securities | — | — | $9.9M | 2.2% | |
| T. Rowe Price T. Rowe Price US Small Growth Equity I | Other securities | — | — | $8.3M | 1.8% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $6.9M | 1.5% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $5.5M | 1.2% | |
| JPMorgan SmartRetirement 2060 | Other securities | — | — | $5.3M | 1.2% | |
| JPMorgan SmartRetirement 2020 | Other securities | — | — | $4.9M | 1.1% | |
| Victory Funds Victory Sycamore Small Company Opportunity R6 | Common Stocks | — | — | $4.7M | 1.0% | |
| iShares US Aggregate Bond Index Institutional | Other securities | — | — | $4.1M | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.9M | 0.6% | |
| JPMorgan SmartRetirement Income | Other securities | — | — | $2.7M | 0.6% | |
| Various Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $1.8M | 0.4% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $320K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0905143 |
| — |
| INVESTMENT ADVISOR |
| $91K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $27K | — |