JON Anderson signed Loram's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loram's EIN is 41-0950401.
Download the official 2024 Form 5500 (PDF) for Loram from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loram'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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $50K | — |
| MMA SECURITIES |
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 500 Index | Common Collective Trusts | — | — | $23.2M | 13.8% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $16.6M | 9.9% | |
| Blackrock Life Index 2050 | Other securities | — | — | $13.5M | 8.0% | |
| Blackrock Life Index 2030 | Other securities | — | — | $13.2M | 7.8% | |
| Galliard Stable Return Fund C | Other securities | — | — | $12.3M | 7.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $12.3M | 7.3% | |
| Vanguard Equity Income | Mutual Funds | — | — | $10.4M | 6.2% | |
| Blackrock Life Index 2040 | Other securities | — | — | $9.9M | 5.9% | |
| T. Rowe Price T.Rowe PR Small Cap Stock I | Other securities | — | — | $7.7M | 4.6% | |
| Blackrock Life Index Retirement-K | Other securities | — | — | $7.0M | 4.2% | |
| MassMutual SEL M/C GR E II | Other securities | — | — | $6.2M | 3.7% | |
| PIMCO Total Return Fund A | Mutual Funds | — | — | $5.8M | 3.5% | |
| Blackrock Life Index 2060 | Other securities | — | — | $5.8M | 3.4% | |
| Blackrock Life Index 2035 | Other securities | — | — | $5.5M | 3.3% | |
| Blackrock Life Index 2045 | Other securities | — | — | $4.6M | 2.7% | |
| American Funds American Funds Europacific Growth | Mutual Funds | — | — | $4.3M | 2.5% | |
| Vanguard Developed Markets Index FD | Mutual Funds | — | — | $3.9M | 2.3% | |
| Blackrock Life Index 2055 | Other securities | — | — | $3.5M | 2.1% | |
| Blackrock Life Index 2065 | Other securities | — | — | $3.4M | 2.0% | |
| Fidelity Ext Market In-FAI | Mutual Funds | — | — | $3.0M | 1.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.4M | 1.4% | |
| Pioneer Strategic Income | Other securities | — | — | $2.2M | 1.3% | |
| DFA Energing Markets Core Equity FD | Mutual Funds | — | — | $1.8M | 1.1% | |
| Undisc MGRS Behav Val | Other securities | — | — | $1.2M | 0.7% | |
| Fidelity Govt Money Market | Mutual Funds | — | — | $495K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3570392 |
| — |
| ADVISOR |
| $46K |
| — |
| NA | 41-0746749 | — | CONSULTANT | $18K | — |
