YEE-MING SIU signed Lafayette 148, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lafayette 148, Inc.'s EIN is 22-3448675.
Download the official 2024 Form 5500 (PDF) for Lafayette 148, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lafayette 148, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | -$64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR | Mutual Funds | — | — | $7.5M | 16.4% | |
| Fidelity SPTN US BOND IDX ADV /FID US BOND IDX PR | Common Collective Trusts | — | — | $7.3M | 16.0% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $4.0M | 8.7% | |
| Guggenheim GUGHM TOT RTN BD R6 | Other securities | — | — | $2.2M | 4.7% | |
| Fidelity FID FREEDOM 2030K | Mutual Funds | — | — | $2.0M | 4.5% | |
| Fidelity FID RETIRE MMKT/FID GOVT MMKT | Mutual Funds | — | — | $1.8M | 3.9% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $1.6M | 3.6% | |
| Fidelity FID FREEDOM 2025K | Mutual Funds | — | — | $1.6M | 3.5% | |
| Fidelity FID FREEDOM 2055K | Mutual Funds | — | — | $1.5M | 3.4% | |
| Fidelity FID FREEDOM 2040K | Mutual Funds | — | — | $1.4M | 3.2% | |
| Fidelity FID FREEDOM 2045K | Mutual Funds | — | — | $1.3M | 2.8% | |
| Fidelity FID DIVERSIFD INTL | Mutual Funds | — | — | $1.2M | 2.7% | |
| Fidelity FID FREEDOM 2020K | Mutual Funds | — | — | $1.2M | 2.7% | |
| Fidelity FID FREEDOM 2050K | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | — | $1.1M | 2.4% | |
| Columbia COL DIVIDEND INC I | Common Stocks | — | — | $1.1M | 2.3% | |
| Fidelity FID BALANCED | Mutual Funds | — | — | $981K | 2.1% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $888K | 1.9% | |
| Victory Sycamore VICTORY S ESTB VAL Y | Other securities | — | — | $835K | 1.8% | |
| Fidelity FID FREEDOM 2060K | Mutual Funds | — | — | $807K | 1.8% | |
| Fidelity FID FREEDOM 2015K | Mutual Funds | — | — | $625K | 1.4% | |
| Janus Henderson J H ENTERPRISE T | Mutual Funds | — | — | $495K | 1.1% | |
| Participants Notes receivable from participants – with interest rates at Receivable 4.25% to 9.5% | Bonds / Notes | — | — | $303K | 0.7% | |
| Fidelity FID SMALL CAP VALUE | Mutual Funds | — | — | $278K | 0.6% | |
| Wells Fargo AS GOVT SECS ADM | Other securities | — | — | $168K | 0.4% | |
| Fidelity FID FREEDOM 2065K | Mutual Funds | — | — | $88K | 0.2% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | — | $87K | 0.2% | |
| Nationwide NWD GNV SM CAPGR R6 | Other securities | — | — | $42K | <0.1% | |
| Fidelity FID FREEDOM 2010K | Mutual Funds | — | — | $41K | <0.1% | |
| BlackRock BR STRAT GLB BD K | Other securities | — | — | $9K | <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 |
| $9K |
| — |
