Shannon Latham signed H.W. Lochner, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.W. Lochner, Inc.'s EIN is 36-2338811.
Download the official 2024 Form 5500 (PDF) for H.W. Lochner, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.W. Lochner, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSUR AND ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $40K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $140.7M | 93.2% | |
| American Funds Growth Fnd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $16.4M | 10.9% | |
| Vangrd 500 Index Fund Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $15.4M | 10.2% | |
| Nuveen Lifcyc In 2030 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $10.9M | 7.2% | |
| Nuveen Lifcyc In 2035 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $9.6M | 6.4% | |
| Nuveen Lifcyc In 2040 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $9.1M | 6.0% | |
| Dodge & Cox Stock Fund X Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $8.0M | 5.3% | |
| Nuveen Lifcyc In 2050 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $7.4M | 4.9% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $7.3M | 4.8% | |
| Voya Fixed Account (4062) Fixed Investment Contract N/A | Other securities | — | — | $7.1M | 4.7% | |
| Nuveen Lifcyc In 2025 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $6.8M | 4.5% | |
| Nuveen Lifcyc In 2045 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $6.2M | 4.1% | |
| Nuveen Lifcyc In 2055 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $6.1M | 4.0% | |
| Nuveen Lifcyc In Rt I F R6 MUTUAL FUNDS | Mutual Funds | — | — | $4.5M | 3.0% | |
| Nuveen Lifcyc In 2060 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $3.7M | 2.4% | |
| Carillon Eagle Mid Cap Grw R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $3.2M | 2.1% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $3.0M | 2.0% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $3.0M | 2.0% | |
| Voya Retirement Insurance and Annuity Company * American Funds EuroPacific R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2.6M | 1.7% | |
| Vangrd Int-Trm Bd Indx Fd Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2.6M | 1.7% | |
| Guggenheim Ttl Rtrn Bnd Fd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2.3M | 1.5% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2.1M | 1.4% | |
| Wasatch Core Growth Fd Inst Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1.9M | 1.3% | |
| Vangrd St-Trm Bd Indx Fnd Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1.5M | 1.0% | |
| Cohen&Steers Real Est S Fd Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1.2M | 0.8% | |
| Columbia SmCp Value Fnd II I3 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1.2M | 0.8% | |
| Inv Gold & Spec Min Fd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1.0M | 0.7% | |
| Notes receivable from participants Maturing 2025-2046 at interest rates of 4.25% - 10.50% - | Bonds / Notes | — | — | $1.0M | 0.7% | |
| PARTICIPANT LOANS VARIOUS RATES AND MATURITIES | Participant loans | — | — | $1.0M | 0.7% | |
| Fidelity Adv Value Strat Fd K Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $923K | 0.6% | |
| Inv Dev Mrkts Fd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $875K | 0.6% | |
| Nuveen Lifcyc In 2065 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $729K | 0.5% | |
| Vangrd Tot Int Bnd In F Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $654K | 0.4% | |
| Nuveen Lifcyc In 2020 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $452K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $131K | <0.1% | |
| Nuveen Lifcyc In 2010 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Nuveen Lifcyc In 2015 F R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EAST PROVIDENCE, RI |
| THIRD PARTY ADMIN |
| $9K |
| — |
