Richelle Torres signed Advanced Lighting Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Lighting Technologies, LLC's EIN is 34-1803229.
Download the official 2024 Form 5500 (PDF) for Advanced Lighting Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Lighting Technologies, LLC's plan includes a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K Mutual Fund N/A | Mutual Funds | — | — | $6.7M | 10.1% | |
| Fidelity Freedom 2045 K Mutual Fund N/A | Mutual Funds | — | — | $6.5M | 9.8% | |
| Fidelity Freedom 2050 K Mutual Fund N/A | Mutual Funds | — | — | $6.5M | 9.8% | |
| Fidelity Freedom 2040 K Mutual Fund N/A | Mutual Funds | — | — | $5.9M | 9.0% | |
| Fidelity Freedom 2035 K Mutual Fund N/A | Mutual Funds | — | — | $5.8M | 8.7% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $5.4M | 8.2% | |
| Fidelity Freedom 2025 K Mutual Fund N/A | Mutual Funds | — | — | $5.3M | 7.9% | |
| Fidelity Freedom 2055 K Mutual Fund N/A | Mutual Funds | — | — | $4.1M | 6.2% | |
| Fidelity Contrafund K Mutual Fund N/A | Mutual Funds | — | — | $3.6M | 5.4% | |
| Fidelity Balanced K Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 4.2% | |
| TRP Blue Chip Growth Mutual Fund N/A | Other securities | — | — | $2.2M | 3.2% | |
| Fidelity Freedom 2060 K Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 2.3% | |
| Fidelity International Discovery K Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity Freedom 2020 K Mutual Fund N/A | Mutual Funds | — | — | $987K | 1.5% | |
| Allspring Special Mid Cap Value Fund Mutual Fund N/A | Other securities | — | — | $936K | 1.4% | |
| Fidelity Managed Income Portfolio Common Collective Fund N/A | Common Collective Trusts | — | — | $909K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $909K | 1.4% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund N/A | Mutual Funds | — | — | $848K | 1.3% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $710K | 1.1% | |
| Fidelity Self-Directed Brokerage Accounts N/A | Self-Directed Brokerage | — | — | $646K | 1.0% | |
| Maturing 2025-2029 at interest rates * Notes Receivable from Participants of 3.25% - 9.50% - | Bonds / Notes | — | — | $642K | 1.0% | |
| PGIM Total Return Bond Z Fund Mutual Fund N/A | Other securities | — | — | $630K | 0.9% | |
| Allspring Small Cap Growth Mutual Fund N/A | Other securities | — | — | $577K | 0.9% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $436K | 0.7% | |
| Fidelity Extended Market Index Mutual Fund N/A | Mutual Funds | — | — | $431K | 0.6% | |
| Hartford Mid Cap Fund Class R5 Mutual Fund N/A | Other securities | — | — | $289K | 0.4% | |
| Fidelity Freedom 2065 K Mutual Fund N/A | Mutual Funds | — | — | $278K | 0.4% | |
| Fidelity Capital & Income Mutual Fund N/A | Mutual Funds | — | — | $261K | 0.4% | |
| Fidelity Freedom 2010 K Mutual Fund N/A 540 * Fidelity Freedom 2015 K Mutual Fund N/A | Mutual Funds | — | — | $215K | 0.3% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund N/A | Mutual Funds | — | — | $113K | 0.2% | |
| PIMCO Income Administrative Fund Mutual Fund N/A | Mutual Funds | — | — | $55K | <0.1% | |
| Fidelity Freedom Income K Mutual Fund N/A | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity Freedom 2070 K Mutual Fund N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $14K | — |
