LCG Pence, LLC's EIN is 22-3878410.
Download the official 2024 Form 5500 (PDF) for LCG Pence, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LCG Pence, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | — | SEATTLE, WA | INVESTMENT ADVISOR | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.0M | 19.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.5M | 17.1% | |
| Vanguard Growth Indx Fund Adm | Mutual Funds | — | — | $2.2M | 10.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.7M | 8.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.6M | 7.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.4M | 6.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.2M | 6.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $612K | 3.0% | |
| Vanguard Intermed Term Bond Indx Adm | Mutual Funds | — | — | $552K | 2.7% | |
| Vanguard Value Indx Fund Adm | Mutual Funds | — | — | $475K | 2.3% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $357K | 1.8% | |
| Vanguard 500 Indx Adm | Mutual Funds | — | — | $332K | 1.6% | |
| Franklin Small-Cap Growth R6 | Mutual Funds | — | — | $308K | 1.5% | |
| Vanguard Mid-Cap Growth Indx Adm | Mutual Funds | — | — | $149K | 0.7% | |
| Seafarer Overseas Gr & Income Instl | Other securities | — | — | $111K | 0.5% | |
| Principal Small-Cap Value Fund II Instl | Other securities | — | — | $111K | 0.5% | |
| Vanguard Mid-Cap Value Indx Adm | Mutual Funds | — | — | $106K | 0.5% | |
| TCW Emerging Markets Income I | Other securities | — | — | $105K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $103K | 0.5% | |
| Vanguard High-Yield Corporate Fund Adm | Mutual Funds | — | — | $73K | 0.4% | |
| Victory Trivalent Int SM-CP I | Other securities | — | — | $72K | 0.4% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Real Estate Indx Fund Adm | Mutual Funds | — | — | $29K | 0.1% | |
| Empower General Account | Other securities | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $8K | <0.1% | |
| Participant Loans | Participant loans | — | — | $6K | <0.1% | |
| Pimco Int Bond (Usd-Hedged) Inst | U.S. Treasuries | — | — | $4K | <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 |
|---|---|---|---|---|---|
| PRIME RETIREMENT SOLUTIONS LLC | — | FLORHAM PARK, NJ | CONTRACT ADMIN | $11K | — |
