Matthew McHugh signed LCOR Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LCOR Incorporated's EIN is 23-2675778.
Download the official 2024 Form 5500 (PDF) for LCOR Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LCOR Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom 2030 Fund N/R | Mutual Funds | — | — | $5.4M | 12.7% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $4.9M | 11.6% | |
| AB Large Cap Growth Fund Z N/R | Other securities | — | — | $4.3M | 10.2% | |
| Fidelity Freedom 2015 Fund N/R | Mutual Funds | — | — | $2.6M | 6.0% | |
| Fidelity Freedom 2025 Fund N/R | Mutual Funds | — | — | $2.4M | 5.6% | |
| Fidelity Freedom 2020 Fund N/R | Mutual Funds | — | — | $1.8M | 4.2% | |
| Fidelity Freedom 2035 Fund N/R | Mutual Funds | — | — | $1.7M | 4.0% | |
| Columbia Dividend Income Fund I3 N/R | Other securities | — | — | $1.7M | 3.9% | |
| Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 3.7% | |
| Fidelity Freedom 2050 Fund N/R | Mutual Funds | — | — | $1.5M | 3.6% | |
| Fidelity Freedom 2040 Fund N/R | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Freedom 2055 Fund N/R | Mutual Funds | — | — | $1.2M | 2.9% | |
| Fidelity Freedom 2045 Fund N/R | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard Target Return 2020 N/R | Mutual Funds | — | — | $1.0M | 2.5% | |
| Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $985K | 2.3% | |
| Money Market Funds * Fidelity Money Market Fund N/R | Mutual Funds | — | — | $910K | 2.1% | |
| MFS Mid Cap Growth Fund Class R6 N/R | Mutual Funds | — | — | $705K | 1.7% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $643K | 1.5% | |
| Vanguard Target Return 2035 N/R | Mutual Funds | — | — | $611K | 1.4% | |
| AS Core Plus Bond R6 N/R | Other securities | — | — | $586K | 1.4% | |
| Vanguard Target Return 2050 N/R | Mutual Funds | — | — | $540K | 1.3% | |
| Causeway Intl Val IS N/R | Other securities | — | — | $524K | 1.2% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $504K | 1.2% | |
| Fidelity Freedom 2060 Fund N/R | Mutual Funds | — | — | $504K | 1.2% | |
| Participant Loans Interest rates: 3.25%-8.50%; maturing | Bonds / Notes | — | — | $440K | 1.0% | |
| Vanguard Small Cap Value Index Fund N/R | Common Collective Trusts | — | — | $413K | 1.0% | |
| Admiral Shares AB High Income Fund Z N/R | Other securities | — | — | $329K | 0.8% | |
| Vanguard Target Return 2055 N/R | Mutual Funds | — | — | $302K | 0.7% | |
| American Century American Century Emerging Markets N/R | Other securities | — | — | $298K | 0.7% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $271K | 0.6% | |
| Vanguard Intermediate-Term N/R | Mutual Funds | — | — | $221K | 0.5% | |
| Investment-Grade Fund Admiral Shares Janus Henderson Triton Janus Henderson Triton Fund Class N N/R | Mutual Funds | — | — | $207K | 0.5% | |
| Vanguard Target Return 2060 N/R | Mutual Funds | — | — | $204K | 0.5% | |
| Fidelity Short-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $169K | 0.4% | |
| Vanguard Target Return 2030 N/R | Mutual Funds | — | — | $157K | 0.4% | |
| Vanguard Target Return 2040 N/R | Mutual Funds | — | — | $125K | 0.3% | |
| Fidelity Freedom 2010 Fund N/R | Mutual Funds | — | — | $106K | 0.3% | |
| Fidelity Freedom 2065 Fund N/R | Mutual Funds | — | — | $66K | 0.2% | |
| Vanguard Target Return 2045 N/R | Mutual Funds | — | — | $55K | 0.1% | |
| AB Sustainable Global Thematic Adv N/R | Other securities | — | — | $49K | 0.1% | |
| Fidelity Freedom Income Fund N/R | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
