Lrico Services, LLC's EIN is 20-5110071.
Download the official 2024 Form 5500 (PDF) for Lrico Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lrico Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $102K | — |
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $44K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $47.6M | 98.0% | |
| RELIANCE TRUST STABLE VALUE FUND RELIANCE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% |
