Tanya Crino signed Lacalle Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lacalle Group, LLC's EIN is 27-2950709.
Download the official 2024 Form 5500 (PDF) for Lacalle Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lacalle Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN/RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Account Mutual Funds / Common Stocks | Self-Directed Brokerage | — | — | $3.9M | 18.9% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Funds | Other securities | — | — | $2.4M | 11.6% | |
| Jpm Lgcap Gr R6 Mutual Funds | Other securities | — | — | $1.1M | 5.2% | |
| (continued) Vngrd 500 Index Fd As + Mutual Funds | Common Collective Trusts | — | — | $885K | 4.2% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Funds | Other securities | — | — | $807K | 3.9% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Funds | Other securities | — | — | $656K | 3.1% | |
| (continued) Tcw Mtwst Total Return Bnd Fnd Mutual Funds | Other securities | — | — | $656K | 3.1% | |
| Jpmorgan Usrsrchenhcdeq R6 Mutual Funds | Other securities | — | — | $615K | 2.9% | |
| Amfds Am Bal R6 Mutual Funds | Other securities | — | — | $576K | 2.8% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Funds | Other securities | — | — | $568K | 2.7% | |
| Nw Dest 2050 R6 Mutual Funds | Other securities | — | — | $453K | 2.2% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Funds | Other securities | — | — | $440K | 2.1% | |
| Vngrd Us Gr Adml Mutual Funds | Other securities | — | — | $401K | 1.9% | |
| Jns Triton T Mutual Funds | Other securities | — | — | $389K | 1.9% | |
| Vngrd Gr Inc Adml Mutual Funds | Common Stocks | — | — | $354K | 1.7% | |
| Pimco Stkplus Ttl Rtn Inst Mutual Funds | Mutual Funds | — | — | $318K | 1.5% | |
| Lrdabt Mdcap Stk I Mutual Funds | Other securities | — | — | $314K | 1.5% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Funds | Other securities | — | — | $274K | 1.3% | |
| Dfa Us Trgt Val Inst Mutual Funds | Mutual Funds | — | — | $266K | 1.3% | |
| Dfa Glbl Eq Inst Mutual Funds | Mutual Funds | — | — | $261K | 1.3% | |
| Trowepr Hlth Scnc Mutual Funds | Other securities | — | — | $260K | 1.2% | |
| Nw Fixed Select Option Guaranteed Investment Contract | Stable Value | — | — | $255K | 1.2% | |
| Dfa Us Cor Eq I Mutual Funds | Mutual Funds | — | — | $237K | 1.1% | |
| Invsco Intl Smmd Co Y Mutual Funds | Common Stocks | — | — | $225K | 1.1% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Funds | Other securities | — | — | $214K | 1.0% | |
| Mnnpr Rnier Intl Disc Z Mutual Funds | Other securities | — | — | $207K | 1.0% | |
| Gdmnscs Smmdcap Gr Inst Mutual Funds | Other securities | — | — | $172K | 0.8% | |
| Vngrd Mdcap Gr Inv Mutual Funds | Other securities | — | — | $171K | 0.8% | |
| Columbia Global Tech Fund Mutual Funds | Other securities | — | — | $155K | 0.7% | |
| Vngrd Divd Gr Inv Mutual Funds | Other securities | — | — | $140K | 0.7% | |
| Hssman Strat Ttl Rtn Mutual Funds | Other securities | — | — | $138K | 0.7% | |
| Pimco Stkplsintdlrhdg Inst Mutual Funds | Mutual Funds | — | — | $132K | 0.6% | |
| Parnassus Value Equity Fund Inst Mutual Funds | Other securities | — | — | $128K | 0.6% | |
| Fidadv Mdcap Val I Mutual Funds | Other securities | — | — | $128K | 0.6% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Funds | Other securities | — | — | $125K | 0.6% | |
| Cohenstrs Realest Sec Inst Mutual Funds | Other securities | — | — | $124K | 0.6% | |
| Nw Dest 2060 R6 Mutual Funds | Other securities | — | — | $121K | 0.6% | |
| Pimco Stk Plus Sm Inst Mutual Funds | Mutual Funds | — | — | $114K | 0.5% | |
| Fidadv Enrgy I Mutual Funds | Other securities | — | — | $112K | 0.5% | |
| Vngrd Strat Smcap Eq Inv Mutual Funds | Other securities | — | — | $111K | 0.5% | |
| (continued) Prudntl Jnisn Util Z Mutual Funds | Other securities | — | — | $105K | 0.5% | |
| Virtusseixusgvscultshbd I + Mutual Funds | Other securities | — | — | $103K | 0.5% | |
| Ptnm Ultra Shrt Dur Inc Y + Mutual Funds | Common Stocks | — | — | $103K | 0.5% | |
| Wlmblr Lgcap Gr I + Mutual Funds | Other securities | — | — | $103K | 0.5% | |
| Pimco Inc Inst Mutual Funds | Mutual Funds | — | — | $94K | 0.4% | |
| Fidadv China Reg Inst Mutual Funds | Other securities | — | — | $89K | 0.4% | |
| Invsco Eq Inc R5 Mutual Funds | Common Stocks | — | — | $87K | 0.4% | |
| Vngrd Mdcap Val Indx Adml Mutual Funds ** 922 Vngrd Strat Eq Inv Mutual Funds | Other securities | — | — | $85K | 0.4% | |
| Vngrd Wlsly Inc Adml Mutual Funds | Common Stocks | — | — | $77K | 0.4% | |
| Nw Inv Dest Mod Aggr R6 Mutual Funds | Other securities | — | — | $75K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
