Shauna Duvall signed Larosa's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Larosa's, Inc.'s EIN is 31-0711332.
Download the official 2024 Form 5500 (PDF) for Larosa's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Larosa's, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | -$4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management Growth Fund C lass R3 | Mutual Funds | — | — | $3.8M | 18.4% | |
| olumbia Threadneedle Investments US C ontrarian C ore Fund C lass A | Other securities | — | — | $2.2M | 10.7% | |
| olumbia Threadneedle Investments US C ontrarian Dividend Income Fund C lass A | Other securities | — | — | $1.8M | 8.7% | |
| Fidelity Diversified International Fund C lass A | Mutual Funds | — | — | $1.6M | 7.9% | |
| Janus Henderson Investments Enterprise Fund C lass T | Mutual Funds | — | — | $1.4M | 7.1% | |
| Victory C apital Management Established Value Fund C lass A | Other securities | — | — | $1.3M | 6.4% | |
| Fidelity Strategic Bond C lass Z | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Strategic Income Fund C lass A | Mutual Funds | — | — | $1.3M | 6.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $968K | 4.7% | |
| MFS Investment Management Modification Allocation Fund C lass R3 | Mutual Funds | — | — | $923K | 4.5% | |
| Fidelity Small C ap Growth Fund C lass A | Mutual Funds | — | — | $884K | 4.3% | |
| Gabelli Funds Small C ap Growth Fund C lass AAA | Other securities | — | — | $776K | 3.8% | |
| Fidelity Small C ap Value Fund C lass A | Mutual Funds | — | — | $713K | 3.5% | |
| Invesco Oppenheimer Developing Markets Fund C lass A | Mutual Funds | — | — | $516K | 2.5% | |
| MFS Investment Management C onservative Allocation Fund C lass R3 | Mutual Funds | — | — | $228K | 1.1% | |
| Fidelity Government Income Fund C lass A | Mutual Funds | — | — | $227K | 1.1% | |
| MFS Investment Management Growth Allocation Fund C lass R3 | Mutual Funds | — | — | $218K | 1.1% | |
| Principal Financial Real Estate Securities Fund C lass R5 | Other securities | — | — | $211K | 1.0% | |
| Loans * Loans to Plan participants Varying maturity dates through 2030 with interest rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $132K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
