ANDY RIOS AFS signed LAMB-Star Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LAMB-Star Engineering, LLC's EIN is 20-3799667.
Download the official 2024 Form 5500 (PDF) for LAMB-Star Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LAMB-Star Engineering, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 02-0580939 | — | INVESTMENT ADVISOR | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $3.7M | 21.8% | |
| American Funds 2040 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 14.5% | |
| American Funds 2050 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 8.4% | |
| American Funds 2055 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 7.2% | |
| American Funds 2045 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 6.5% | |
| American Funds 2030 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $988K | 5.8% | |
| American Funds 2070 Target Date Rtm R6 Fund Mutual Fund ** 91 Shwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $483K | 2.8% | |
| American Funds 2065 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $446K | 2.6% | |
| Nuveen Large Cap Gr Index R6 Mutual Fund | Mutual Funds | — | — | $387K | 2.3% | |
| Vanguard Value Index Adm Fund Mutual Fund | Mutual Funds | — | — | $368K | 2.2% | |
| MFS Intl Intrinsic Value R6 Fund Mutual Fund | Mutual Funds | — | — | $365K | 2.1% | |
| American Funds 2060 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $363K | 2.1% | |
| American Funds 2025 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $337K | 2.0% | |
| T. Rowe Price All-Caps Opps Fund Mutual Fund | Other securities | — | — | $269K | 1.6% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $264K | 1.5% | |
| Vanguard Strat Equity Inv Fund Mutual Fund | Mutual Funds | — | — | $229K | 1.3% | |
| Columbia Global Tech Growth I3 Mutual Fund | Other securities | — | — | $224K | 1.3% | |
| Allspring Spec M Cap Value R6 Mutual Fund | Other securities | — | — | $208K | 1.2% | |
| Carillon Eagle MidCap Growth R6 Fund Mutual Fund | Other securities | — | — | $122K | 0.7% | |
| Franklin DynaTech R6 Fund Mutual Fund | Mutual Funds | — | — | $107K | 0.6% | |
| Vanguard Energy Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $106K | 0.6% | |
| T. Rowe Price Health Sci I Fund Mutual Fund | Other securities | — | — | $88K | 0.5% | |
| Dimensional Fund Advisors US Target Value I Fund Mutual Fund | Mutual Funds | — | — | $84K | 0.5% | |
| Dimensional Fund Advisors US Micro Cap I Fund Mutual Fund | Mutual Funds | — | — | $70K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $68K | 0.4% | |
| Fidelity Advisor Small Cap Growth Z Fund Mutual Fund | Mutual Funds | — | — | $62K | 0.4% | |
| MFS Value R6 Fund Mutual Fund | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard MidCap Value Index Adm Fund Mutual Fund | Mutual Funds | — | — | $59K | 0.3% | |
| Cohen & Steers Real Estate Sec Z Fund Mutual Fund | Other securities | — | — | $53K | 0.3% | |
| DFA Inflation Protected Sec I Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $46K | 0.3% | |
| Vanguard Small Cap Value Index Adm Fund Mutual Fund | Mutual Funds | — | — | $36K | 0.2% | |
| Lord Abbett High Yield R6 Fund Mutual Fund | Mutual Funds | — | — | $36K | 0.2% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Hartford MidCap R6 Fund Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| JanusHenderson Triton N Mutual Fund | Other securities | — | — | $17K | <0.1% | |
| American Funds 2020 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Macquarie Systematic Emerging Mutual Fund | Other securities | — | — | $14K | <0.1% | |
| American Funds Amer Bal R6 Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Diamon Hill Large Cap I Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Harbor Mid Cap Value Retire Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| American Funds 2010 Target Date Rtm R6 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
