Bradley Locklear signed Lumbee Tribe Enterprises, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumbee Tribe Enterprises, LLC's EIN is 45-2734911.
Download the official 2022 Form 5500 (PDF) for Lumbee Tribe Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lumbee Tribe Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSMUTUAL LIFE INSURANCE CO. | 04-1590850 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN MM RETIRESMART JPMORGAN 2045 | Other securities | — | — | $321K | 13.2% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2035 | Other securities | — | — | $320K | 13.1% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2025 | Other securities | — | — | $260K | 10.7% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2030 | Other securities | — | — | $166K | 6.8% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2050 | Other securities | — | — | $132K | 5.4% | |
| FRANKLIN GROWTH | Mutual Funds | — | — | $126K | 5.2% | |
| BLACKROCK EQUITY DIVIDEND | Other securities | — | — | $116K | 4.8% | |
| INVESCO GOLD & SPEC MINERALS | Mutual Funds | — | — | $82K | 3.4% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2055 | Other securities | — | — | $72K | 3.0% | |
| AMERICAN CENTURY AMERICAN CENTURY DIVERSIFIED BOND | Other securities | — | — | $69K | 2.8% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2020 | Other securities | — | — | $67K | 2.8% | |
| AMERICAN CENTURY AMERICAN CENTURY MID CAP VALUE | Other securities | — | — | $66K | 2.7% | |
| PIMCO TOTAL RETURN | Mutual Funds | — | — | $63K | 2.6% | |
| MFS GOVERNMENT SECURITIES | Mutual Funds | — | — | $62K | 2.6% | |
| MFS INT'L INTRINSIC VALUE | Mutual Funds | — | — | $58K | 2.4% | |
| JPMORGAN MM RETIRESMART JPMORGAN 2040 | Other securities | — | — | $56K | 2.3% | |
| LORD ABETT LORD ABBETT DEVELOPING GROWTH | Mutual Funds | — | — | $51K | 2.1% | |
| VICTORY SYCAMORE SMALL CO OPP | Common Stocks | — | — | $42K | 1.7% | |
| INVESCO OPPEN INT'L GRTH | Mutual Funds | — | — | $38K | 1.6% | |
| FRANKLIN MUTUAL GLOBAL DISC | Mutual Funds | — | — | $37K | 1.5% | |
| THORNBURG INTERNATIONAL EQTY | Other securities | — | — | $37K | 1.5% | |
| MASS MUTUAL MM S&P MID CAP INDEX | Other securities | — | — | $35K | 1.5% | |
| JPMORGAN MM RETIRESMART JPMORGAN IN RT | Other securities | — | — | $33K | 1.4% | |
| PGIM MID CAP GROWTH | Other securities | — | — | $32K | 1.3% | |
| JANUS HENDERSON FORTY | Mutual Funds | — | — | $25K | 1.0% | |
| JPMORGAN US GOV MONEY MRKT SERV | Other securities | — | — | $24K | 1.0% | |
| PARTICIPANT LOANS * 2024 | Participant loans | — | — | $17K | 0.7% | |
| DELAWARE IVY SCI AND TECH | Other securities | — | — | $16K | 0.6% | |
| AMERICAN CENTURY AMERICAN CENTURY EQUITY INCOME | Other securities | — | — | $4K | 0.2% | |
| MFS UTILITIES | Mutual Funds | — | — | $4K | 0.2% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
