Barbara Meyers signed Lomar Machine & Tool Co.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lomar Machine & Tool Co.'s EIN is 38-2216849.
Download the official 2023 Form 5500 (PDF) for Lomar Machine & Tool Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lomar Machine & Tool Co.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.8M | 99.6% | |
| [Assets held in participant loans] | Other | — | — | $86K | 0.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANER COSTERISAN & ELLIS PC DBA MAN | — | LANSING, MI | OTHER | $12K | — |
