Augusta Kirk signed Leamington Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leamington Co.'s EIN is 41-0888402.
Download the official 2024 Form 5500 (PDF) for Leamington Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leamington Co.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Index 2030 Fund Registered Investment Company | Common Stocks | — | — | $5.8M | 16.1% | |
| Index 2025 Fund Registered Investment Company | Common Stocks | — | — | $4.9M | 13.7% | |
| Index 2040 Fund Registered Investment Company | Common Stocks | — | — | $4.8M | 13.4% | |
| Index 2035 Fund Registered Investment Company | Common Stocks | — | — | $3.0M | 8.5% | |
| 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.9M | 7.9% | |
| Index 2045 Fund Registered Investment Company | Common Stocks | — | — | $2.1M | 5.9% | |
| Index 2050 Fund Registered Investment Company | Common Stocks | — | — | $1.9M | 5.4% | |
| Index 2020 Fund Registered Investment Company | Common Stocks | — | — | $1.8M | 4.9% | |
| T. Rowe Price Blue Chip Growth Fund Registered Investment Company | Common Stocks | — | — | $996K | 2.8% | |
| ClearBridge Large Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $984K | 2.7% | |
| Columbia Dividend Income Fund Registered Investment Company | Common Stocks | — | — | $846K | 2.4% | |
| Index 2055 Fund Registered Investment Company | Common Stocks | — | — | $805K | 2.2% | |
| Galliard Stable Return Fund C Common/Collective Trust | Common Collective Trusts | — | — | $803K | 2.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $803K | 2.2% | |
| Balanced Registered Investment Company | Common Stocks | — | — | $547K | 1.5% | |
| Index 2060 Fund Registered Investment Company | Common Stocks | — | — | $378K | 1.1% | |
| Allspring Special Small Cap Value Registered Investment Company | Common Stocks | — | — | $349K | 1.0% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $349K | 1.0% | |
| JPMorgan Mid Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $341K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $335K | 0.9% | |
| Index 2015 Fund Registered Investment Company | Common Stocks | — | — | $302K | 0.8% | |
| Participant loans 3.25% - 8.5% | Bonds / Notes | — | — | $296K | 0.8% | |
| Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $225K | 0.6% | |
| Janus Henderson Triton Fund Registered Investment Company | Mutual Funds | — | — | $186K | 0.5% | |
| MFS Investments International Growth Fund Registered Investment Company | Mutual Funds | — | — | $157K | 0.4% | |
| Index 2065 Fund Registered Investment Company | Common Stocks | — | — | $151K | 0.4% | |
| New York Life Investments MacKay High Yield Corporate Bond Fund Registered Investment Company | Common Stocks | — | — | $147K | 0.4% | |
| Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $140K | 0.4% | |
| U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $127K | 0.4% | |
| PIMCO RAE Emerging Markets Registered Investment Company | Mutual Funds | — | — | $51K | 0.1% | |
| Index 2070 Fund Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| GALLIARD STBLE RTN N WELLS FARGO BANK, N.A. · EIN 76-0727727 / PN 001 | 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.
