R. Jackson Richardson Jr. 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 | $44K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $220 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $170 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | — | — | $7.4M | 29.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $4.9M | 19.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.7M | 6.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.6M | 6.4% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | Other securities | — | — | $1.1M | 4.3% | |
| Empower Trust Company, LLC Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $935K | 3.8% | |
| NT SANDP 500 INDEX FUND - DC - NL - NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $822K | 3.3% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $794K | 3.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $743K | 3.0% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $670K | 2.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $578K | 2.3% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $544K | 2.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $540K | 2.2% | |
| BlackRock Total Return | Other securities | — | — | $525K | 2.1% | |
| Northern Trust Collective Aggregate Bond | Common Collective Trusts | — | — | $434K | 1.7% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $434K | 1.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $276K | 1.1% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $225K | 0.9% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $205K | 0.8% | |
| Northern Trust Extended Equity Market | Other securities | — | — | $172K | 0.7% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $172K | 0.7% | |
| Great Grey Trust Europacific Growth CT | Other securities | — | — | $153K | 0.6% | |
| Empower Trust Company, LLC Northern Trust All Country World ex-US | Common Stocks | — | — | $151K | 0.6% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $151K | 0.6% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $147K | 0.6% | |
| Empower Trust Company, LLC Allspring Special Small Cap Value | Common Stocks | — | — | $147K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $74K | 0.3% | |
| Principal SmallCap Growth | Other securities | — | — | $36K | 0.1% | |
| Dreyfus Government Cash Management | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| OTHERS |
| $25 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $27K | — |
