EVA Sauer signed LSI Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LSI Solutions' EIN is 16-1300434.
Download the official 2024 Form 5500 (PDF) for LSI Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LSI Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $79K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY Mutual Fund | Mutual Funds | — | — | $7.1M | 14.9% | |
| FID OTC PORTFOLIO Mutual Fund | Mutual Funds | — | — | $5.5M | 11.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.0M | 8.4% | |
| AF TRGT DATE 2030 R6 Mutual Fund | Other securities | — | — | $3.2M | 6.7% | |
| AF TRGT DATE 2035 R6 Mutual Fund | Other securities | — | — | $3.1M | 6.5% | |
| AF TRGT DATE 2040 R6 Mutual Fund | Other securities | — | — | $3.0M | 6.3% | |
| AF TRGT DATE 2050 R6 Mutual Fund | Other securities | — | — | $2.6M | 5.5% | |
| FID GOVT MMKT Interest Bearing Cash | Mutual Funds | — | — | $2.0M | 4.2% | |
| AF TRGT DATE 2055 R6 Mutual Fund | Other securities | — | — | $2.0M | 4.1% | |
| AF TRGT DATE 2060 R6 Mutual Fund | Other securities | — | — | $1.4M | 3.0% | |
| AF TRGT DATE 2025 R6 Mutual Fund | Other securities | — | — | $1.4M | 2.9% | |
| FID NEW MILLEN Mutual Fund | Mutual Funds | — | — | $1.3M | 2.7% | |
| FID FIDELITY FUND Mutual Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| AF TRGT DATE 2045 R6 Mutual Fund | Other securities | — | — | $1.1M | 2.3% | |
| FID GROWTH STRAT Mutual Fund | Mutual Funds | — | — | $996K | 2.1% | |
| FID MID CAP STOCK Mutual Fund | Mutual Funds | — | — | $621K | 1.3% | |
| FID SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $581K | 1.2% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $575K | 1.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $545K | 1.1% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $492K | 1.0% | |
| FID DIVERSIFD INTL Mutual Fund | Mutual Funds | — | — | $492K | 1.0% | |
| AF TRGT DATE 2020 R6 Mutual Fund | Other securities | — | — | $477K | 1.0% | |
| VANG ToT STK MKT ADM Mutual Fund | Other securities | — | — | $475K | 1.0% | |
| FID SM CAP DISCOVERY Mutual Fund | Mutual Funds | — | — | $431K | 0.9% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $408K | 0.9% | |
| VANG ToT BD MKT ADM Mutual Fund | Other securities | — | — | $408K | 0.9% | |
| VANG MDCPVAL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $363K | 0.8% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $355K | 0.7% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $304K | 0.6% | |
| AF TRGT DATE 2010 R6 Mutual Fund | Other securities | — | — | $289K | 0.6% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $240K | 0.5% | |
| maturity value AF INCOME FD AMER R6 Mutual Fund | Other securities | — | — | $183K | 0.4% | |
| VANG ToT INTL STK AD Mutual Fund | Other securities | — | — | $179K | 0.4% | |
| VANG HGHYLD CORP INV Mutual Fund | Common Stocks | — | — | $135K | 0.3% | |
| FID REAL ESTATE IDX Mutual Fund | Common Collective Trusts | — | — | $132K | 0.3% | |
| VG TL INTL BD IDX AD Mutual Fund | Common Collective Trusts | — | — | $65K | 0.1% | |
| TRP REAL ESTATE Mutual Fund | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
