Lennon, Smith, Souleret Engineering, Inc.'s EIN is 25-1496249.
Download the official 2024 Form 5500 (PDF) for Lennon, Smith, Souleret Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lennon, Smith, Souleret Engineering, Inc.'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 | -$16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEFREN-TILLOTSON | 25-1121408 | — | ADVISOR | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2035 K6 Mutual Fund | Other securities | — | — | $3.5M | 27.8% | |
| FA FREEDOM 2040 K6 Mutual Fund | Other securities | — | — | $2.0M | 15.8% | |
| FA FREEDOM 2055 K6 Mutual Fund | Other securities | — | — | $1.4M | 11.2% | |
| FA FREEDOM 2050 K6 Mutual Fund | Other securities | — | — | $698K | 5.5% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $647K | 5.1% | |
| FA FREEDOM 2060 K6 Mutual Fund | Other securities | — | — | $646K | 5.1% | |
| FA FREEDOM 2030 K6 Mutual Fund | Other securities | — | — | $608K | 4.8% | |
| FA FREEDOM 2045 K6 Mutual Fund | Other securities | — | — | $506K | 4.0% | |
| FA FREEDOM 2020 K6 Mutual Fund | Other securities | — | — | $484K | 3.8% | |
| FA FREEDOM 2025 K6 Mutual Fund | Other securities | — | — | $441K | 3.5% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $393K | 3.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $154K | 1.2% | |
| JH DSCPL VAL MDCP R6 Mutual Fund | Other securities | — | — | $127K | 1.0% | |
| BLKRK HI YLD INST Mutual Fund | Other securities | — | — | $104K | 0.8% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $99K | 0.8% | |
| OUTSTANDING LOAN BALANCE Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $90K | 0.7% | |
| FA FREEDOM 2065 K6 Mutual Fund | Other securities | — | — | $88K | 0.7% | |
| FA FREEDOM 2015 K6 Mutual Fund | Other securities | — | — | $86K | 0.7% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $83K | 0.6% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $80K | 0.6% | |
| INVS DISC MDCP GR R6 Mutual Fund | Other securities | — | — | $70K | 0.6% | |
| FA STRAT DIV INC I Mutual Fund | Common Stocks | — | — | $70K | 0.6% | |
| MFS INTL INTR VAL R6 Mutual Fund | Mutual Funds | — | — | $50K | 0.4% | |
| INVS DEVELOP MKT Y Mutual Fund | Other securities | — | — | $43K | 0.3% | |
| PIM INV GR CR BD I Mutual Fund | Other securities | — | — | $30K | 0.2% | |
| FA STRAT INCOME I Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| BLKRK INFL PROTEC IS Mutual Fund | Other securities | — | — | $22K | 0.2% | |
| MFS GLB OPP BOND R6 Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| GALLIARD STBLE RTN M FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $15K | 0.1% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $14K | 0.1% | |
| GS SM CP VAL INS R6 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| FA FREEDOM INCOME K6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| BNYM INTL ST IDX INV Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| JPM INTL EQUITY R6 Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
