Mark Hausfeld signed SIMS-Lohman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SIMS-Lohman, Inc.'s EIN is 31-0856545.
Download the official 2024 Form 5500 (PDF) for SIMS-Lohman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SIMS-Lohman, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | ADVISOR | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 K6 Mutual Fund | Other securities | — | — | $4.4M | 17.0% | |
| FA FREEDOM 2035 K6 Mutual Fund | Other securities | — | — | $3.7M | 14.2% | |
| FA FREEDOM 2040 K6 Mutual Fund | Other securities | — | — | $2.9M | 11.2% | |
| FA FREEDOM 2025 K6 Mutual Fund | Other securities | — | — | $2.9M | 11.1% | |
| FA FREEDOM 2050 K6 Mutual Fund | Other securities | — | — | $1.7M | 6.8% | |
| FA FREEDOM 2045 K6 Mutual Fund | Other securities | — | — | $1.7M | 6.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.3M | 5.2% | |
| FA FREEDOM 2055 K6 Mutual Fund | Other securities | — | — | $1.1M | 4.2% | |
| AB LG CAP GRTH I Mutual Fund | Other securities | — | — | $836K | 3.2% | |
| FA FREEDOM 2060 K6 Mutual Fund | Other securities | — | — | $769K | 3.0% | |
| Participant Loans (interest at 3.25% - 9.50% with various maturities through 2030) - $ | Bonds / Notes | — | — | $745K | 2.9% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $652K | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $543K | 2.1% | |
| FA TOTAL BOND Z Mutual Fund | Other securities | — | — | $454K | 1.8% | |
| FA FREEDOM 2065 K6 Mutual Fund | Other securities | — | — | $339K | 1.3% | |
| MFS INTL DIVRSN R6 Mutual Fund | Mutual Funds | — | — | $293K | 1.1% | |
| FA FREEDOM 2020 K6 Mutual Fund | Other securities | — | — | $284K | 1.1% | |
| VICTORY S SMCO OP R6 Mutual Fund | Other securities | — | — | $272K | 1.1% | |
| INVS DISC MDCP GR R6 Mutual Fund | Other securities | — | — | $246K | 1.0% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $233K | 0.9% | |
| LD ABT DEV GRTH R6 Mutual Fund | Other securities | — | — | $218K | 0.8% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $77K | 0.3% | |
| PIM REAL RETURN INST Mutual Fund | Other securities | — | — | $51K | 0.2% | |
| COL STRAT INCOME I3 Mutual Fund | Other securities | — | — | $48K | 0.2% | |
| FA FREEDOM INCOME K6 Mutual Fund | Other securities | — | — | $33K | 0.1% | |
| FA FREEDOM 2010 K6 Mutual Fund | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
