Lancaster Ltd.'s EIN is 36-3838340.
Download the official 2024 Form 5500 (PDF) for Lancaster Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lancaster Ltd.'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 |
|---|---|---|---|---|---|
| SFG | — | PORTLAND, OR | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT MANAGER | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY SEPARATE ACCOUNT A · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.8M | 98.9% | |
| Company Small Cap Growth Fund * The Standard Insurance Dodge & Cox Stock Fund | Mutual Funds | — | — | $685K | 11.6% | |
| Company * The Standard Insurance JP Morgan Large Cap | Common Stocks | — | — | $628K | 10.6% | |
| Company Growth Fund * The Standard Insurance Hotchkis & Wiley High | Common Stocks | — | — | $524K | 8.9% | |
| Company Bond Fund * The Standard Insurance PIMCO Investment Grade | Mutual Funds | — | — | $514K | 8.7% | |
| Company Technology Growth Fund * The Standard Insurance Fidelity Large Cap Growth | Mutual Funds | — | — | $512K | 8.7% | |
| Company Value Fund * The Standard Insurance Vanguard Wellesley Fund | Mutual Funds | — | — | $483K | 8.2% | |
| Company Index Fund * The Standard Insurance Blackrock Low Duration | Common Collective Trusts | — | — | $424K | 7.2% | |
| Company International Opportunity Fund * The Standard Insurance DFA International Value | Mutual Funds | — | — | $255K | 4.3% | |
| Company Index Fund * The Standard Insurance Macquarie Mid Cap | Common Collective Trusts | — | — | $241K | 4.1% | |
| Company * The Standard Insurance Vanguard Mid Cap Growth | Mutual Funds | — | — | $233K | 3.9% | |
| Company Fund * The Standard Insurance Fidelity Global US Index | Mutual Funds | — | — | $194K | 3.3% | |
| The Standard Insurance T. Rowe Price Health | Other securities | — | — | $188K | 3.2% | |
| Company Index Fund * The Standard Insurance Fidelity Large Cap Value | Common Collective Trusts | — | — | $181K | 3.1% | |
| The Standard Insurance Segall Bryant & Hamill | Other securities | — | — | $156K | 2.6% | |
| Company Growth Index Fund * The Standard Insurance Columbia Global | Common Collective Trusts | — | — | $136K | 2.3% | |
| Company Credit Bond Fund * The Standard Insurance Janus Henderson Small Cap | U.S. Treasuries | — | — | $128K | 2.2% | |
| Company Sciences Fund * The Standard Insurance Vanguard Small Cap Value | Mutual Funds | — | — | $104K | 1.8% | |
| Company Index Fund * The Standard Insurance MFS Mid Cap Value Fund | Common Collective Trusts | — | — | $95K | 1.6% | |
| Company Fund * The Standard Insurance Guaranteed Return Account | Common Stocks | — | — | $57K | 1.0% | |
| Company Index Fund * The Standard Insurance Vanguard Small Cap | Common Collective Trusts | — | — | $24K | 0.4% | |
| Company Growth Fund * The Standard Insurance Fidelity Real Estate Index | Mutual Funds | — | — | $8K | 0.1% | |
| Company Portfolio * The Standard Insurance American New World Fund ** 560 Company * The Standard Insurance Vanguard Mid Cap Value | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| DEFINITI LLC | 81-0833363 | — | THIRD PARTY ADMINISTRAT | $8K | — |
