Andrew Welfle signed Lake Erie Construction Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lake Erie Construction Co.'s EIN is 34-1262474.
Download the official 2024 Form 5500 (PDF) for Lake Erie Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lake Erie Construction Co.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2025 . | Mutual Funds | — | — | $9.0M | 20.1% | |
| VANGUARD TARGET RETIREMENT 2045 . | Mutual Funds | — | — | $7.1M | 15.9% | |
| VANGUARD TARGET RETIREMENT 2020 . | Mutual Funds | — | — | $5.0M | 11.1% | |
| GOG PARTNERS EMERGING MARKETS TARGET RETIREMENT 2030 . | Other securities | — | — | $3.5M | 7.8% | |
| TARGET RETIREMENT 2035 . | Other securities | — | — | $3.2M | 7.2% | |
| VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $2.7M | 6.0% | |
| — VANGUARD TARGETRETIREMENTINCOME - | Mutual Funds | — | — | $2.5M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $1.9M | 4.2% | |
| VANGUARD TARGET RETIREMENT 2055 . | Mutual Funds | — | — | $1.3M | 2.9% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 | Mutual Funds | — | — | $1.2M | 2.8% | |
| T, ROWE PRICE CAPITAL APPRECIATION I | Other securities | — | — | $976K | 2.2% | |
| fal or similar party value fd) Cost value • FIDELITY 500 INDEX | Common Collective Trusts | — | — | $803K | 1.8% | |
| lOHN HANCOCK FUNDS RAE US SMALL FUND . | Other securities | — | — | $607K | 1.4% | |
| HNSY . INTEREST RATES AT 4.25 - 9,50% - | Other securities | — | — | $521K | 1.2% | |
| FT BEHAV SM-CPEQ IS | Other securities | — | — | $412K | 0.9% | |
| GOG CS MID CP 30 IS . | Other securities | — | — | $412K | 0.9% | |
| MFS EUROPACIFIC GROWTH R6 . | Mutual Funds | — | — | $323K | 0.7% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $306K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 | Mutual Funds | — | — | $259K | 0.6% | |
| VANGUARD TOTAL INTERNATIONAL STOCK ADM . | Mutual Funds | — | — | $212K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2045 7 PG[M TOTAL RETURN BOND FUND R6 MFS GROWTH FUND R6 | Mutual Funds | — | — | $209K | 0.5% | |
| PGIM GROWTH FUNDR6 _ | Other securities | — | — | $209K | 0.5% | |
| VANGUARD DISCIPLINED VALUE MID CAP FUND R6 . | Mutual Funds | — | — | $186K | 0.4% | |
| AMERICAN FUNDS . | Mutual Funds | — | — | $142K | 0.3% | |
| EY AGGRESSIVE GROWTH FUND | Other securities | — | — | $142K | 0.3% | |
| DIMENSIONAL FUND ADVISORS EMERGING MARKETS CORE EQUITY | Mutual Funds | — | — | $123K | 0.3% | |
| AMG . | Other securities | — | — | $119K | 0.3% | |
| EQUITY INCOME R6 | Other securities | — | — | $119K | 0.3% | |
| PARTNERS EMERGING MARKETS - | Other securities | — | — | $119K | 0.3% | |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND YACKTMAN FUND I . | Mutual Funds | — | — | $72K | 0.2% | |
| SMALL CAP INDEX ADM . | Other securities | — | — | $68K | 0.2% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Other securities | — | — | $42K | <0.1% | |
| VANGUARD MIDCAP INDEX ADM | Mutual Funds | — | — | $35K | <0.1% | |
| PIMCO PARTNERS US SELECT DUALITY . | Mutual Funds | — | — | $13K | <0.1% | |
| VANGUARD TOTAL BOND MARKET ADM | Mutual Funds | — | — | $11K | <0.1% | |
| FT TARGET RETIREMENT 2060 . | Other securities | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
