Mark Anderson signed LHB, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LHB, Inc.'s EIN is 41-0904334.
Download the official 2024 Form 5500 (PDF) for LHB, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LHB, 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 | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra Fund Income #22 | Mutual Funds | — | — | $12.1M | 18.5% | |
| Metropolitan West Total Return | Other securities | — | — | $8.9M | 13.5% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $8.4M | 12.8% | |
| T. Rowe Price Blue Chip - I | Other securities | — | — | $7.7M | 11.7% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $6.0M | 9.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.8M | 8.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.3% | |
| T. Rowe Price Small Cap Stock - I | Other securities | — | — | $4.8M | 7.3% | |
| JP Morgan Mid Cap Value - I | Other securities | — | — | $3.6M | 5.4% | |
| Parnassus Core Equity Income | Other securities | — | — | $2.7M | 4.1% | |
| Participant Loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $244K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
