Jessica Packett signed Lecom, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lecom, Inc.'s EIN is 38-2321119.
Download the official 2022 Form 5500 (PDF) for Lecom, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lecom, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $625 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $1.2M | 34.9% | |
| American Funds 2040 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $672K | 19.9% | |
| American Funds US Gov't Money Market R3 Mutual Fund ** 325 * American Funds 2020 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $267K | 7.9% | |
| American Funds 2055 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $265K | 7.8% | |
| American Funds 2045 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $175K | 5.2% | |
| Invesco Equally ‐ WTD S&P 500 R Mutual Fund | Common Collective Trusts | — | — | $147K | 4.3% | |
| American Funds 2060 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $99K | 2.9% | |
| Columbia Seligman Global Technology R Mutual Fund | Other securities | — | — | $94K | 2.8% | |
| American Funds 2030 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $66K | 2.0% | |
| American Funds 2050 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $54K | 1.6% | |
| American Funds 2035 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $53K | 1.6% | |
| Participant notes receivable ‐ interest rates between 4.25% and 6.50% | Bonds / Notes | — | — | $47K | 1.4% | |
| T Rowe Price Blue Chip GR R Mutual Fund | Mutual Funds | — | — | $45K | 1.3% | |
| Templeton Developing Markets R Mutual Fund | Mutual Funds | — | — | $44K | 1.3% | |
| Clearbridge Large Cap Growth R Mutual Fund | Other securities | — | — | $44K | 1.3% | |
| Oppenheimer International Growth R Mutual Fund | Mutual Funds | — | — | $30K | 0.9% | |
| American Funds AMCAP Fund R3 Mutual Fund | Mutual Funds | — | — | $26K | 0.8% | |
| Hartford Midcap R3 Mutual Fund | Other securities | — | — | $17K | 0.5% | |
| RELIANCEMETLIFE GAC SER 25157 CLS68 RELIANCE TRUST CT OR SVF · EIN 13-5551301 / PN 000 | Common Collective Trust | — | — | $14K | 0.4% | |
| Blackrock Equity Dividend R Mutual Fund | Other securities | — | — | $13K | 0.4% | |
| American Funds New World Fund R3 Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds 2065 Target Date Fund R3 Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Invesco Real Estate R Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds Europacific GR R3 Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| American Funds Balanced R3 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Capital World Bond FD R3 Mutual Fund | 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 |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | APPLETON, WI | CONTRACT ADMIN | $800 | — |
