Astrid Garcia signed Lee Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Enterprises, Inc.'s EIN is 42-0823980.
Download the official 2024 Form 5500 (PDF) for Lee Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee Enterprises, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP CHARTERED | — | WASHINGTON, DC | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| JPMCB SMARTRETIREMENT DRE 2030 CF JPMORGAN CHASE BANK · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $72.5M | 16.4% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JPMORGAN CHASE BANK · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $60.4M | 13.7% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JPMORGAN CHASE BANK · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $43.9M | 9.9% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JPMORGAN CHASE BANK · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $40.3M | 9.1% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JPMORGAN CHASE BANK · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $36.9M | 8.4% | |
| VANGUARD INSTITUTIONAL INDEX FUND | Common Collective Trusts | — | — | $31.2M | 7.1% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JPMORGAN CHASE BANK · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $27.5M | 6.2% | |
| NUVEEN WINSLOW LARGE-CAP GROWTH ESG I | Mutual Funds | — | — | $23.2M | 5.3% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JPMORGAN CHASE BANK · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $22.2M | 5.0% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JPMORGAN CHASE BANK · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $15.2M | 3.4% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $12.4M | 2.8% | |
| DODGE & COX STOCK FUND CLASS X | Mutual Funds | — | — | $8.8M | 2.0% | |
| VANGUARD SMALL CAP INDEX I | Mutual Funds | — | — | $7.8M | 1.8% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JPMORGAN CHASE BANK · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.5% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JPMORGAN CHASE BANK · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.1% | |
| VANGUARD TOTAL BOND MARKET INDEX INST | Mutual Funds | — | — | $4.8M | 1.1% | |
| ALLSPRING SMALL COMPANY GROWTH R6 | Common Stocks | — | — | $4.5M | 1.0% | |
| FIDELITY DIVERSIFIED INTL K6 | Mutual Funds | — | — | $4.0M | 0.9% | |
| Participant loans | Participant loans | — | — | $3.1M | 0.7% | |
| WESTERN ASSET CORE PLUS BOND CL R3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $2.8M | 0.6% | |
| WELLINGTON CIF II SMALL CAP VALUE S WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 122 | Common Collective Trust | — | — | $2.5M | 0.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $2.2M | 0.5% | |
| BAIRD SHORT-TERM BOND INST | Other securities | — | — | $1.6M | 0.4% | |
| RBC EMERGING MARKETS EQUITY I | Other securities | — | — | $1.4M | 0.3% | |
| JPMCB SMARTRETIREMENT DRE 2065 CF JPMORGAN CHASE BANK · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $469K | 0.1% | |
| PRINCIPAL DIVERSIFIED REAL ASSET R6 | Other securities | — | — | $100K | <0.1% | |
| Lee Enterprises, Inc. | Common Stocks | — | — | $408 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BOSTON, MA |
| NONE |
| $34K |
| — |
| MERCER (US) INC | — | CHICAGO, IL | NONE | $26K | — |
| MARSH & MCLENNAN COMPANIES INC | — | CHICAGO, IL | NONE | $12K | — |
