JON MACY signed LERA Consulting Structural Engineers, R.L.L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LERA Consulting Structural Engineers, R.L.L.P.'s EIN is 13-3147972.
Download the official 2024 Form 5500 (PDF) for LERA Consulting Structural Engineers, R.L.L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LERA Consulting Structural Engineers, R.L.L.P.'s plan includes profit-sharing, a 401(k) feature.
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 | -$66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI &CO. CPAS | 11-3266576 | — | ACCOUNTANT/AUDITOR | $22K | — |
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 FID BLUE CHIP GR | Mutual Funds | — | — | $21.1M | 41.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $6.2M | 12.3% | |
| Fidelity FID BALANCED | Mutual Funds | — | — | $3.2M | 6.2% | |
| Baird CORE PLUS INST | Other securities | — | — | $2.9M | 5.8% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $2.4M | 4.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| John Hancock JH DSCPL VAL MDCP I | Other securities | — | — | $1.4M | 2.7% | |
| T. Rowe TRP DIV GROWTH | Other securities | — | — | $1.2M | 2.4% | |
| Artisan Partners ARTISAN INTL INST | Other securities | — | — | $1.2M | 2.3% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.0M | 2.0% | |
| Baird MID CAP INST | Other securities | — | — | $1.0M | 2.0% | |
| Fidelity FID INTL GROWTH | Mutual Funds | — | — | $939K | 1.9% | |
| Glenmede SMCP EQ ADV | Other securities | — | — | $720K | 1.4% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $719K | 1.4% | |
| Janus Henderson J H TRITON N | Mutual Funds | — | — | $649K | 1.3% | |
| Fidelity FID FREEDOM 2045 | Mutual Funds | — | — | $526K | 1.0% | |
| Invesco INVS DIVRS DIVD Y | Mutual Funds | — | — | $400K | 0.8% | |
| Fidelity FID FREEDOM 2030 | Mutual Funds | — | — | $295K | 0.6% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $289K | 0.6% | |
| Eaton Vance EV INC FUND BOSTON I | Common Stocks | — | — | $286K | 0.6% | |
| PIMCO PIM EM MKTS BD INST | Mutual Funds | — | — | $282K | 0.6% | |
| Sterling MGL SM CAP VAL INST | Other securities | — | — | $255K | 0.5% | |
| Fidelity FID FREEDOM 2060 | Mutual Funds | — | — | $252K | 0.5% | |
| Fidelity FID FREEDOM 2035 | Mutual Funds | — | — | $250K | 0.5% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $243K | 0.5% | |
| Carillon Scout CRLN S MID CAP I | Other securities | — | — | $222K | 0.4% | |
| Natixis AEW GF RE Y | Other securities | — | — | $195K | 0.4% | |
| Fidelity FID FREEDOM 2050 | Mutual Funds | — | — | $161K | 0.3% | |
| Fidelity FID FREEDOM 2040 | Mutual Funds | — | — | $148K | 0.3% | |
| Fidelity FID FREEDOM 2055 | Mutual Funds | — | — | $138K | 0.3% | |
| T. Rowe TRP INTL VALUE EQ | Other securities | — | — | $126K | 0.2% | |
| Allspring AS EMRG MKTS EQ IS | Other securities | — | — | $96K | 0.2% | |
| Participant Loans Interest rates ranging from 4.25% to 6.50% $-0- | Bonds / Notes | — | — | $77K | 0.2% | |
| Brandywine GLOBAL BWG GLB OPP BOND I | Other securities | — | — | $54K | 0.1% | |
| Fidelity FID FREEDOM 2065 | Mutual Funds | — | — | $37K | <0.1% | |
| Fidelity FID FREEDOM 2020 | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity FID FREEDOM INCOME | Mutual Funds | — | — | $30K | <0.1% | |
| Allspring AS GOVT SECS IS | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
