BETH Wosmek signed Life-Science Innovations, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Life-Science Innovations, LLC's EIN is 27-0123014.
Download the official 2023 Form 5500 (PDF) for Life-Science Innovations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Life-Science Innovations, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, 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 | — | GREENWOOD VILLAGE, MN | RECORDKEEPER | $118K | — |
| ASCENSUS HOLDINGS, INC. | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMIN | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $75.3M | 82.3% | |
| [Assets held in common collective trust] | Other | — | — | $14.5M | 15.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.9M | 9.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.6M | 6.1% | |
| [Assets held in participant loans] | Other | — | — | $1.2M | 1.3% |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $72K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | — | WHITE BEAR LAKE, MN | AUDITOR | $16K | — |
