Alexander Foster signed LORD, Abbett & Co. LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LORD, Abbett & Co. LLC's EIN is 13-5620131.
Download the official 2023 Form 5500 (PDF) for LORD, Abbett & Co. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LORD, Abbett & Co. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECT ACCT | Other securities | — | $212.6M | $212.6M | 41.9% | |
| ISHARES S&P 500 INDEX FD CL K | Common Collective Trusts | — | $50.5M | $80.6M | 15.9% | |
| BLACKROCK FEDFUND PREMIER CL | Other securities | — | $29.9M | $29.9M | 5.9% | |
| VANGUARD DEVELOPED MRKTS INSTL | Mutual Funds | — | $20.3M | $24.7M | 4.9% | |
| AMERICAN WASHINGTON | Other securities | — | $16.4M | $22.2M | 4.4% | |
| VANGUARD SMALL CAP IND INSTL | Mutual Funds | — | $10.9M | $14.1M | 2.8% | |
| JANUS HENDERSON TRITON FUND N | Mutual Funds | — | $12.1M | $12.9M | 2.5% | |
| AMERICAN BEACON SML CAP R6 | Other securities | — | $11.4M | $12.4M | 2.4% | |
| VANGUARD MID CAP INDEX FD | Mutual Funds | — | $8.4M | $12.0M | 2.4% | |
| VANGUARD TOTAL BOND MKT | Mutual Funds | — | $10.9M | $10.5M | 2.1% | |
| AMERICAN AMCAP FUND CL R6 | Other securities | — | $7.4M | $9.7M | 1.9% | |
| VANGUARD SHRT TRM BD INDX INST | Mutual Funds | — | $9.8M | $9.7M | 1.9% | |
| JOHN HANCOCK DISCIPLIND VAL R6 | Other securities | — | $8.1M | $8.9M | 1.7% | |
| VAN ECK EMERGING MARKETS | Other securities | — | $6.9M | $7.1M | 1.4% | |
| PGIM HIGH YIELD FUND R6 | Other securities | — | $6.9M | $6.6M | 1.3% | |
| JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | $4.2M | $5.0M | 1.0% | |
| VAN ECK CM COMMODITY INDX CL I | Other securities | — | $5.2M | $4.8M | 1.0% | |
| AMERICAN EUROPACIFIC GROWTH R6 | Other securities | — | $4.3M | $4.5M | 0.9% | |
| NUVEEN REAL ESTATE SEC SELC R6 | Mutual Funds | — | $3.6M | $4.0M | 0.8% | |
| VANGUARD SHRT TRM INFL ADM | Mutual Funds | — | $3.4M | $3.4M | 0.7% | |
| AMERICAN BEACON INTL EQTY R6 | Other securities | — | $1.7M | $2.0M | 0.4% | |
| OAKMARK FUND CL R6 | Other securities | — | $1.1M | $1.4M | 0.3% | |
| LOAN FUND | Other securities | — | $1.1M | $1.1M | 0.2% | |
| PENDING SETTLEMENT FUND | Other securities | — | $125 | $125 | <0.1% | |
| UNINVESTED CASH | Cash / Money Market | — | $2 | $2 | <0.1% | |
| BLF FEDFUND | Other securities | — | -$310K | -$310K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
