Jeanne Tolzman signed LE Sueur, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LE Sueur, Incorporated's EIN is 41-0643307.
Download the official 2023 Form 5500 (PDF) for LE Sueur, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LE Sueur, Incorporated'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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund | Mutual Funds | — | — | $11.6M | 31.3% | |
| LARGE CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $5.8M | 15.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.5M | 14.7% | |
| Principal Guaranteed Option | Other securities | — | — | $4.6M | 12.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $2.0M | 5.5% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.8M | 4.9% | |
| ClearBridge Small Cap Growth IS Fund | Other securities | — | — | $1.1M | 3.1% | |
| Delaware Small Cap Value R6 Fund | Other securities | — | — | $1.1M | 3.0% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $1.1M | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.8% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $756K | 2.0% | |
| Vanguard RE Index Admiral Fund | Mutual Funds | — | — | $259K | 0.7% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $241K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $180K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
