Laura Cesar signed LDV, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LDV, Inc.'s EIN is 39-1281237.
Download the official 2023 Form 5500 (PDF) for LDV, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LDV, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
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 | $174K | — |
| PPG RETIREMENT PLAN SERVICES | 39-1915811 | KENOSHA, WA | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MGMT | 36-4317381 | — | INVEST ADVICE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES | 42-0941553 | DES MOINES, IA | OTHER SVCS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Target 2030 | Other securities | — | — | $6.7M | 9.3% | |
| PRIN LIFETIME HYBR 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.7M | 9.3% | |
| Principal Target 2040 | Other securities | — | — | $6.5M | 9.0% | |
| PRIN LIFETIME HYBR 2040 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.5M | 9.0% | |
| Principal Target 2035 | Other securities | — | — | $6.1M | 8.4% | |
| PRIN LIFETIME HYBR 2035 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.1M | 8.4% | |
| Principal Target 2025 | Other securities | — | — | $5.9M | 8.2% | |
| PRIN LIFETIME HYBR 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.9M | 8.2% | |
| Principal Target 2045 | Other securities | — | — | $5.2M | 7.3% | |
| PRIN LIFETIME HYBR 2045 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.2M | 7.3% | |
| Principal Fixed Income Guaranteed | Other securities | — | — | $4.8M | 6.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 5.8% | |
| Principal Target 2055 | Other securities | — | — | $4.0M | 5.6% | |
| PRIN LIFETIME HYBR 2055 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.0M | 5.6% | |
| Principal Target 2050 | Other securities | — | — | $3.6M | 5.0% | |
| PRIN LIFETIME HYBR 2050 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 5.0% | |
| DFA US Large Cap Value Fund | Mutual Funds | — | — | $3.6M | 5.0% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $3.2M | 4.5% | |
| T. Rowe Price Large-Cap Growth Fund I SA | Common Stocks | — | — | $3.2M | 4.4% | |
| PRIN LARGCAP GROWTH I SA PRINCIPAL LIFE INSURANCE COPMANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.2M | 4.4% | |
| PRIN SMCAP S&P 600 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.0M | 2.8% | |
| Principal Target 2060 | Other securities | — | — | $1.9M | 2.6% | |
| PRIN LIFETIME HYBR 2060 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| PGIM Total Return Bond Fund - Class R6 | Other securities | — | — | $1.7M | 2.4% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $1.5M | 2.1% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I | Other securities | — | — | $1.2M | 1.6% | |
| Principal Income | Other securities | — | — | $1.1M | 1.6% | |
| PRIN LIFETIME HYBR INC PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Principal Target 2015 | Other securities | — | — | $1.1M | 1.5% | |
| Principal Target 2020 | Other securities | — | — | $970K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $970K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $801K | 1.1% | |
| Principal Target 2065 | Other securities | — | — | $670K | 0.9% | |
| PRIN LIFETIME HYBR 2065 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $670K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $427K | 0.6% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $408K | 0.6% | |
| PGIM High Yield Fund - Class R6 | Other securities | — | — | $254K | 0.4% | |
| PRINCIPAL OVERSEAS SEP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $123K | 0.2% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $120K | 0.2% | |
| Fidelity INF-PR Bond Index Fund | Common Collective Trusts | — | — | $88K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $80K | 0.1% | |
| American Funds Cap WLD BND R6 Fund | Mutual Funds | — | — | $50K | <0.1% | |
| PRIN GL REAL EST SEC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $31K | <0.1% | |
| Principal Target 2070 | Other securities | — | — | $21K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $21K | <0.1% |
