Jacob Doane signed Lacks Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lacks Enterprises, Inc.'s EIN is 38-2650857.
Download the official 2024 Form 5500 (PDF) for Lacks Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lacks Enterprises, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $384K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | CONSULTANT | $60K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Diversified International Separate Account I3 | Pooled Separate Accounts | — | — | $22.0M | 9.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $22.0M | 9.2% | |
| Small Cap S&P 600 Index Separate Account I3 | Pooled Separate Accounts | — | — | $20.5M | 8.5% | |
| Principal Life Time Hybrid 2030 CIT | Common Collective Trusts | — | — | $18.8M | 7.8% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $18.8M | 7.8% | |
| Principal Life Time Hybrid 2065 CIT | Common Collective Trusts | — | — | $16.6M | 6.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $16.6M | 6.9% | |
| Principal Life Time Hybrid 2025 CIT | Common Collective Trusts | — | — | $16.5M | 6.9% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $16.5M | 6.9% | |
| Principal Life Time Hybrid 2070 CIT | Common Collective Trusts | — | — | $16.2M | 6.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $16.2M | 6.7% | |
| Principal Life Time Hybrid 2020 CIT | Common Collective Trusts | — | — | $16.2M | 6.7% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.2M | 6.7% | |
| Principal Life Time Hybrid 2040 CIT | Common Collective Trusts | — | — | $13.0M | 5.4% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $13.0M | 5.4% | |
| Principal Life Time Hybrid 2035 CIT | Common Collective Trusts | — | — | $12.0M | 5.0% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.0M | 5.0% | |
| Income Separate Account I3 | Pooled Separate Accounts | — | — | $9.6M | 4.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.6M | 4.0% | |
| Principal Life Time Hybrid 2015 CIT | Common Collective Trusts | — | — | $9.3M | 3.9% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $9.3M | 3.9% | |
| Capital Appreciation Separate Account I3 | Pooled Separate Accounts | — | — | $8.5M | 3.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $8.5M | 3.5% | |
| Principal Life Time Hybrid 2045 CIT | Common Collective Trusts | — | — | $8.0M | 3.3% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $8.0M | 3.3% | |
| Large Cap S&P 500 Index Separate Account I3 | Pooled Separate Accounts | — | — | $7.4M | 3.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $7.4M | 3.1% | |
| Principal Life Time Hybrid Income CIT | Common Collective Trusts | — | — | $7.0M | 2.9% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.0M | 2.9% | |
| Small Cap Value II Sep Account Z | Other securities | — | — | $5.2M | 2.2% | |
| Blue Chip Separate Account I3 | Pooled Separate Accounts | — | — | $4.6M | 1.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $4.6M | 1.9% | |
| Principal Life Time Hybrid 2050 CIT | Common Collective Trusts | — | — | $4.3M | 1.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.3M | 1.8% | |
| Equity Income Separate Account I3 | Pooled Separate Accounts | — | — | $4.3M | 1.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $4.3M | 1.8% | |
| Principal Life Time Hybrid 2060 CIT | Common Collective Trusts | — | — | $4.0M | 1.7% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $4.0M | 1.7% | |
| MidCap Value I Separate Account I2 | Pooled Separate Accounts | — | — | $3.4M | 1.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $3.4M | 1.4% | |
| Small Cap Growth I Separate Account I2 | Pooled Separate Accounts | — | — | $3.0M | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.0M | 1.2% | |
| Mid Cap Growth Separate Account I3 | Pooled Separate Accounts | — | — | $2.2M | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.2M | 0.9% | |
| Lord Abbett Short Duration Income R6 Fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Principal Life Time Hybrid 2055 CIT | Common Collective Trusts | — | — | $1.8M | 0.8% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| Mid Cap S&P 400 Index Separate Account I3 | Pooled Separate Accounts | — | — | $1.1M | 0.5% | |
| PRIN DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $1.1M | 0.5% |
