Jackson Richardson signed LOC Performance Products, LLC's 2023 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 2023 Form 5500 (PDF) for LOC Performance Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $208K | — |
| SEI INVESTEMENTS | 23-1707341 | — | NONE | $157K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEI World Equity Ex-US Fund | Other securities | — | $7.5M | $6.8M | 17.7% | |
| SEI Global Managed Volatility Fund | Other securities | — | $3.7M | $3.9M | 10.1% | |
| SEI Long Duration Fund | Other securities | — | $4.8M | $3.9M | 10.1% | |
| SEI Large Cap Fund | Other securities | — | $4.1M | $3.9M | 10.0% | |
| SEI Core Fixed Income Fund | Other securities | — | $4.3M | $3.9M | 10.0% | |
| SEI Large Cap Index Fund | Common Collective Trusts | — | $3.6M | $3.5M | 9.0% | |
| SEI STRUCTURED CREDIT COLLECTIVE SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | $1.5M | $2.0M | 5.2% | |
| SEI Dynamic Asset Allocation Fund | Other securities | — | $1.8M | $1.9M | 5.0% | |
| SEI Private Trust Company SEI Emerging Markets Equity Fund | Common Stocks | — | $2.1M | $1.9M | 4.8% | |
| SEI Small/Mid Cap Equity Fund | Other securities | — | $1.5M | $1.4M | 3.6% | |
| SEI Extended Market Index Fund | Common Collective Trusts | — | $1.4M | $1.4M | 3.5% | |
| SEI High Yield Bond Fund | Other securities | — | $1.6M | $1.3M | 3.5% | |
| SEI CORE PROPERTY COLLECTIVE SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $1.5M | $1.3M | 3.5% | |
| SEI Emerging Markets Debt Fund | Other securities | — | $1.0M | $954K | 2.5% |
