Michelle Graber signed L & M Supply, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L & M Supply, Inc.'s EIN is 41-0856419.
Download the official 2024 Form 5500 (PDF) for L & M Supply, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L & M Supply, 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 | $150K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.3M | 18.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $100K | $7.3M | 18.0% | |
| LARGE CAP GRWTH FD III CL R1 | Other securities | — | $494K | $6.7M | 16.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.7M | 16.6% | |
| Fidelity Adv Total Bond I Fd | Mutual Funds | — | $138K | $4.8M | 11.9% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | — | $3.4M | 8.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.4M | 8.4% | |
| Pioneer Strategic Inc Y Fund | Common Stocks | — | — | $2.9M | 7.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.9M | 7.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.9M | 7.3% | |
| Fidelity Small Cap Grwth K6 Fd | Mutual Funds | — | $276K | $2.9M | 7.3% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $2.1M | 5.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.1M | 5.2% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | — | $1.5M | 3.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 3.7% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | — | $1.5M | 3.6% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $1.5M | 3.6% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.4% | |
| Fidelity Advisor Emerg Mrkts I | Mutual Funds | — | $107K | $1.4M | 3.4% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | $121K | $1.3M | 3.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 3.2% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $246K | $1.3M | 3.2% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | — | $659K | 1.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $494K | 1.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $100K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| MMA SECURITES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
