Lezzer Holdings, Inc.'s EIN is 26-0000502.
Download the official 2024 Form 5500 (PDF) for Lezzer Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lezzer Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO., INC. | 25-1121408 | MILWAUKEE, WI | INVESTMENT ADVISOR | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement 448,776 Shares of Mutual Funds | Mutual Funds | — | — | $6.8M | 26.0% | |
| American Funds 2030 Target Date Retirement 319,277 Shares of Mutual Funds | Mutual Funds | — | — | $5.5M | 21.1% | |
| American Funds 2035 Target Date Retirement 243,560 Shares of Mutual Funds | Mutual Funds | — | — | $4.6M | 17.7% | |
| American Funds 2040 Target Date Retirement 155,028 Shares of Mutual Funds | Mutual Funds | — | — | $3.2M | 12.2% | |
| American Funds 2045 Target Date Retirement 55,139 Shares of Mutual Funds | Mutual Funds | — | — | $1.2M | 4.5% | |
| American Funds 2020 Target Date Retirement 73,737 Shares of Mutual Funds | Mutual Funds | — | — | $993K | 3.8% | |
| American Funds American Balanced 27,406 Shares of Mutual Funds | Mutual Funds | — | — | $941K | 3.6% | |
| American Funds 2055 Target Date Retirement 15,281 Shares of Mutual Funds | Mutual Funds | — | — | $404K | 1.5% | |
| Fidelity 500 Index 1,944 Shares of Mutual Funds | Common Collective Trusts | — | — | $397K | 1.5% | |
| American Funds 2050 Target Date Retirement 18,662 Shares of Mutual Funds | Mutual Funds | — | — | $390K | 1.5% | |
| EI Fixed Account - Series Class I (Note 5) - Fixed Annuities at 1.41% rate of interest | Bonds / Notes | — | — | $361K | 1.4% | |
| American Funds 2015 Target Date Retirement 28,477 Shares of Mutual Funds | Mutual Funds | — | — | $349K | 1.3% | |
| JP Morgan Large Cap Growth 3,574 Shares of Mutual Funds | Other securities | — | — | $299K | 1.1% | |
| American Funds 2060 Target Date Retirement 8,963 Shares of Mutual Funds | Mutual Funds | — | — | $161K | 0.6% | |
| MFS Value 2,603 Shares of Mutual Funds | Mutual Funds | — | — | $126K | 0.5% | |
| American Funds 2065 Target Date Retirement 5,275 Shares of Mutual Funds | Mutual Funds | — | — | $92K | 0.4% | |
| Fidelity Mid Cap Index 2,714 Shares of Mutual Funds | Mutual Funds | — | — | $92K | 0.3% | |
| MFS International Diversification 2,354 Shares of Mutual Funds | Mutual Funds | — | — | $54K | 0.2% | |
| Fidelity Small Cap Index 1,573 Shares of Mutual Funds | Mutual Funds | — | — | $44K | 0.2% | |
| MFS New Discovery 1,296 Shares of Mutual Funds | Mutual Funds | — | — | $40K | 0.2% | |
| Federated Hermes Total Return 4,040 Shares of Mutual Funds | Other securities | — | — | $38K | 0.1% | |
| MFS Mid Cap Growth 1,182 Shares of Mutual Funds | Mutual Funds | — | — | $37K | 0.1% | |
| Federated Hermes Institutional High Yield Bond 4,097 Shares of Mutual Funds | Other securities | — | — | $36K | 0.1% | |
| JP Morgan Small Cap Value 446 Shares of Mutual Funds | Other securities | — | — | $12K | <0.1% | |
| American Funds New World 135 Shares of Mutual Funds | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity US Bond Index 497 Shares of Mutual Funds | Mutual Funds | — | — | $5K | <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 |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | CONTRACT ADMIN | $14K | — |
