KC Spangle signed Lexitas Pharma Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lexitas Pharma Services, Inc.'s EIN is 45-3674982.
Download the official 2024 Form 5500 (PDF) for Lexitas Pharma Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lexitas Pharma Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-0140105 | GRAND FORKS, ND | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 14.0% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.2M | 11.9% | |
| PIMCO US Small Fund | Mutual Funds | — | — | $950K | 9.4% | |
| Vanguard Small -Cap Growth Index Fund | Common Collective Trusts | — | — | $898K | 8.9% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $780K | 7.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $765K | 7.6% | |
| PRIMECAP Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $732K | 7.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $336K | 3.3% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $330K | 3.3% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $226K | 2.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $173K | 1.7% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $172K | 1.7% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $140K | 1.4% | |
| Vanguard Short-Term Invest. Grade Fund | Mutual Funds | — | — | $123K | 1.2% | |
| Vanguard Cash Reserve Federal Money Market | Mutual Funds | — | — | $89K | 0.9% | |
| Vanguard Total Intl. Bond Index Fund | Common Collective Trusts | — | — | $87K | 0.9% | |
| Vanguard Bond Index | Mutual Funds | — | — | $72K | 0.7% | |
| Vanguard Inflation Protected Secs. Fund | Mutual Funds | — | — | $61K | 0.6% | |
| Fidelity Freedom Index 2035 564 Fidelity Freedom Index 2040 465 TCW Metropolitan West Total Return Bond Fund 221 * Participant loans Interest rates of 9.50%, maturities from 2026-2029 | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
