Eric Stine signed Loparex, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loparex, LLC's EIN is 20-8048954.
Download the official 2024 Form 5500 (PDF) for Loparex, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loparex, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | -$52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Blue Chip Growth | Mutual Funds | — | — | $16.6M | 17.0% | |
| Fidelity Freedom 2030 Fund K | Mutual Funds | — | — | $12.0M | 12.2% | |
| Fidelity Freedom 2035 Fund K | Mutual Funds | — | — | $11.5M | 11.8% | |
| Fidelity Freedom 2040 Fund K | Mutual Funds | — | — | $8.8M | 9.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.7M | 5.9% | |
| Self-Directed Brokerage * Fidelity Seld-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $5.1M | 5.3% | |
| Fidelity Freedom 2045 Fund K | Mutual Funds | — | — | $4.7M | 4.8% | |
| Fidelity Mid Cap Stock | Mutual Funds | — | — | $4.4M | 4.5% | |
| Fidelity Freedom 2025 Fund K | Mutual Funds | — | — | $3.2M | 3.3% | |
| Fidelity Freedom 2050 Fund K | Mutual Funds | — | — | $3.1M | 3.2% | |
| Money Market * Fidelity Government Money Market | Mutual Funds | — | — | $2.7M | 2.8% | |
| Oakmark R6 | Other securities | — | — | $2.4M | 2.4% | |
| Common Collective Trust Fund * Fidelity Managed Income Portfolio CL 1 | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| PIMCO Total Return | Mutual Funds | — | — | $1.4M | 1.5% | |
| Fidelity Freedom 2055 Fund K | Mutual Funds | — | — | $1.4M | 1.4% | |
| December 1, 2034 | Other securities | — | — | $1.4M | 1.4% | |
| Fidelity Freedom 2060 Fund K | Mutual Funds | — | — | $1.3M | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $1.2M | 1.3% | |
| Fidelity Small Cap I | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Diversification International | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Low Price Stock | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.0M | 1.0% | |
| Fidelity Freedom 2015 Fund K | Mutual Funds | — | — | $733K | 0.7% | |
| Fidelity Freedom 2065 Fund K | Mutual Funds | — | — | $704K | 0.7% | |
| MFS Value R3 | Mutual Funds | — | — | $613K | 0.6% | |
| Fidelity Freedom 2010 Fund K | Mutual Funds | — | — | $600K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $478K | 0.5% | |
| s * Fidelity Strategic Real Ret | Mutual Funds | — | — | $151K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $94K | <0.1% | |
| Fidelity Freedom 2070 Fund K | 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.
