Debbie Aragon signed LMPS Administrative Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LMPS Administrative Services, LLC's EIN is 26-1337383.
Download the official 2024 Form 5500 (PDF) for LMPS Administrative Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LMPS Administrative Services, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.2M | 17.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 17.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 12.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 10.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $935K | 7.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $613K | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $568K | 4.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $522K | 4.3% | |
| T.Rowe Price/Brown Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $304K | 2.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $304K | 2.5% | |
| Principal Mid Cap S&P 400 Index * Pooled Separate Account | Pooled Separate Accounts | — | — | $169K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $169K | 1.4% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $107K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $104K | 0.9% | |
| Participant Loans (maturing through July 2029) * Interest rates: 4.25 - 9.5% | Bonds / Notes | — | — | $93K | 0.8% | |
| GS Intl SmCp Insights Inv Shares Mutual Fund | Other securities | — | — | $74K | 0.6% | |
| Am Fds EuroPacific Grth Fund - R6 Mutual Fund | Other securities | — | — | $66K | 0.5% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $61K | 0.5% | |
| (E) | Other securities | — | — | $53K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $53K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $46K | 0.4% | |
| Amer Beacon SmCp Val Adv Mutual Fund | Other securities | — | — | $45K | 0.4% | |
| Prinicpal Fixed Inc Guar Option * Group Annuity Contact | Common Stocks | — | — | $40K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $40K | 0.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Fidelity Emerg Mkt Index Fund Mutual Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| John Hancock Disc Val Mutual Fund | Other securities | — | — | $24K | 0.2% | |
| Janus Henderson Triton Mutual Fund | Mutual Funds | — | — | $23K | 0.2% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Neub Berman Real Estate Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| PIMCO All Asset Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
