Robin ROBB signed Lasalle Bristol, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lasalle Bristol, L.P.'s EIN is 35-1499063.
Download the official 2024 Form 5500 (PDF) for Lasalle Bristol, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lasalle Bristol, L.P.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Income Fund # | Other securities | — | — | $6.1M | 25.3% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.8M | 11.6% | |
| LARGE CAP VALUE / BARROW HANLEY FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 312 | Pooled Separate Account | — | — | $2.5M | 10.5% | |
| Black Rock Mid Cap Growth Equity A # | Other securities | — | — | $1.9M | 8.1% | |
| EV Total Return Bond A # | Other securities | — | — | $1.4M | 5.7% | |
| JP Morgan Core Bond A # | Other securities | — | — | $1.3M | 5.3% | |
| Dodge & Cox International Stock Fund # | Mutual Funds | — | — | $1.3M | 5.3% | |
| American Century Emerging Markets # | Other securities | — | — | $1.2M | 4.8% | |
| Franklin International Growth A # | Mutual Funds | — | — | $953K | 4.0% | |
| Aberdeen US Small Cap Equity A # | Other securities | — | — | $886K | 3.7% | |
| MFS Mid Cap Value Class R4 # | Mutual Funds | — | — | $797K | 3.3% | |
| MFS New Discovery Fund # | Mutual Funds | — | — | $720K | 3.0% | |
| PGIM High Yield Class R4 # | Other securities | — | — | $704K | 2.9% | |
| Participant Loans with Interest Rates from 5.25% to 10.50% 0 | Bonds / Notes | — | — | $535K | 2.2% | |
| Oakmark Fund I # | Other securities | — | — | $409K | 1.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $314K | 1.3% | |
| Vanguard High Dividend Yield Index Fund Admiral # | Common Collective Trusts | — | — | $261K | 1.1% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $80K | 0.3% |
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 |
|---|---|---|---|---|---|
| LASALLE BRISTOL LP | — | ELKHART, IN | OTHER | $94 | — |
