LEAN Techniques, Inc.'s EIN is 38-3836804.
Download the official 2024 Form 5500 (PDF) for LEAN Techniques, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LEAN Techniques, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $11K | — |
| THE FINWAY GROUP | 42-1468222 | — | RECORDKEEPR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $2.9M | 26.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $1.3M | 11.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $1.1M | 9.7% | |
| DFA GLOB EQT PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $934K | 8.5% | |
| Transamerica Life Ins. Co. Transamerica Partners Stck Index Ret Opt | Common Stocks | — | — | $643K | 5.9% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 587 | Pooled Separate Account | — | — | $643K | 5.9% | |
| BLACKROCK TOTAL RETRN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $634K | 5.8% | |
| Transamerica Life Ins. Co. Transamerica Stable Value Core Option | Stable Value | — | — | $587K | 5.4% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $426K | 3.9% | |
| STATE STREET RUSSELL SM CAP INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $255K | 2.3% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $246K | 2.2% | |
| Transamerica Life Ins. Co. DFA Glob Eqt Port Ret Opt | Mutual Funds | — | — | $207K | 1.9% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $207K | 1.9% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $190K | 1.7% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $181K | 1.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $180K | 1.6% | |
| Transamerica Life Ins. Co. BlackRock Mid-Cap Growth Equity Ret Opt | Common Stocks | — | — | $179K | 1.6% | |
| DWS ENHANCED COMMODITY STRAT RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $179K | 1.6% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $167K | 1.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $143K | 1.3% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $123K | 1.1% | |
| STATE STREET U.S. BD INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $115K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFEGOAL 2065 WITH BLACKRCK RETOPT · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $97K | 0.9% | |
| Transamerica Life Ins. Co. TA Vanguard REIT Index Ret Opt | Mutual Funds | — | — | $87K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $87K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $50K | 0.5% | |
| Participant Loans Interest Rate 9.5% | Bonds / Notes | — | — | $48K | 0.4% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $41K | 0.4% | |
| PGIM TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $38K | 0.4% | |
| Transamerica Life Ins. Co. MFS Mid Cap Value Ret Opt | Mutual Funds | — | — | $36K | 0.3% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $36K | 0.3% | |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 111 | Pooled Separate Account | — | — | $33K | 0.3% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $30K | 0.3% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 850 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Transamerica Life Ins. Co. Federated Hermes Instl High Yld Bd RetOpt | Common Stocks | — | — | $23K | 0.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $23K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $14K | 0.1% | |
| Transamerica Life Ins. Co. DWS Enhanced Commodity Strat Ret Opt | Common Stocks | — | — | $13K | 0.1% | |
| HARTFORD SCHRODERS INTRNTL MLTCP VA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 102 | Pooled Separate Account | — | — | $13K | 0.1% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $10K | <0.1% | |
| LORD ABBETT INC RET OPT LORD ABBETT INC RET OPT · EIN 82-5217478 / PN 121 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $21K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $2K | — |
