Jenna Jakel signed LOOS Machine & Automation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOOS Machine & Automation, LLC's EIN is 39-1031349.
Download the official 2024 Form 5500 (PDF) for LOOS Machine & Automation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOOS Machine & Automation, LLC'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Alerus Financial, N.A. Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.5M | 13.8% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.9M | 10.5% | |
| Alerus Financial, N.A. Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.6M | 9.2% | |
| Alerus Financial, N.A. Pimco Income Fund Institutional Class | Mutual Funds | — | — | $1.4M | 7.8% | |
| Alerus Financial, N.A. Jpmorgan Large Cap Growth R6 | Other securities | — | — | $1.2M | 6.9% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.1M | 6.3% | |
| Alerus Financial, N.A. Vanguard Equity Income - Admiral | Mutual Funds | — | — | $1.0M | 5.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2060 | Mutual Funds | — | — | $950K | 5.3% | |
| Alerus Financial, N.A. Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $798K | 4.5% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2030 | Mutual Funds | — | — | $659K | 3.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2055 | Mutual Funds | — | — | $603K | 3.4% | |
| Alerus Financial, N.A. Dimensional International Core Equity | Mutual Funds | — | — | $494K | 2.8% | |
| Alerus Financial, N.A. AFS Europacific Growth R6 | Other securities | — | — | $480K | 2.7% | |
| Alerus Financial, N.A. T. Rowe Price Spectrum Moderate Growth Allocation | Other securities | — | — | $459K | 2.6% | |
| Alerus Financial, N.A. Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $390K | 2.2% | |
| Alerus Financial, N.A. Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $341K | 1.9% | |
| Alerus Financial, N.A. Primecap Odyssey Aggressive Growth | Mutual Funds | — | — | $307K | 1.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2035 | Mutual Funds | — | — | $287K | 1.6% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2065 | Mutual Funds | — | — | $200K | 1.1% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2025 | Mutual Funds | — | — | $199K | 1.1% | |
| Alerus Financial, N.A. Great Gray Collective Investment Trust III For Met | Common Collective Trusts | — | — | $45K | 0.3% | |
| WILMINGTON TRUST GREAT GREY CIT III FOR METLIFE GAC FO · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $45K | 0.3% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2070 | Mutual Funds | — | — | $7K | <0.1% | |
| Alerus Financial, N.A. T. Rowe Price Spectrum Conservative Allocation Fun | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
