R. Jackson Richardson signed LOC Performance Products, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOC Performance Products, LLC's EIN is 38-2131316.
Download the official 2024 Form 5500 (PDF) for LOC Performance Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOC Performance Products, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $45 |
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 2030 Inv | Mutual Funds | — | — | $8.5M | 18.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $6.2M | 13.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $5.2M | 11.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $4.0M | 8.4% | |
| Empower Trust Company, LLC Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $3.4M | 7.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $3.0M | 6.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.3M | 4.9% | |
| NT S&P 500 INDEX FUND - DC - NL - NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 226 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| GALLIARD STABLE RETURN FUND E GALLIARD MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.6% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.8M | 3.8% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | Other securities | — | — | $1.2M | 2.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.1M | 2.3% | |
| Northern Trust Extended Equity Market | Other securities | — | — | $746K | 1.6% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 248 | Common Collective Trust | — | — | $746K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $746K | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $673K | 1.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $587K | 1.2% | |
| MFS Large Cap Value CIT CL CT | Common Collective Trusts | — | — | $567K | 1.2% | |
| BlackRock Total Return | Other securities | — | — | $487K | 1.0% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $425K | 0.9% | |
| Empower Trust Company, LLC Northern Trust All Country World ex-US | Common Stocks | — | — | $355K | 0.8% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $355K | 0.8% | |
| Northern Trust Collective Aggregate Bond | Common Collective Trusts | — | — | $348K | 0.7% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 212 | Common Collective Trust | — | — | $348K | 0.7% | |
| MFS Mid Cap Value Fund CT | Mutual Funds | — | — | $283K | 0.6% | |
| MFS Mid Cap Growth Fund CT | Mutual Funds | — | — | $208K | 0.4% | |
| Principal SmallCap Growth | Other securities | — | — | $174K | 0.4% | |
| Empower Trust Company, LLC Allspring Special Small Cap Value | Common Stocks | — | — | $134K | 0.3% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $88K | 0.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $47K | 0.1% | |
| Dreyfus Government Cash Management | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
