Glenn Dalessandro signed LOAR Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOAR Group Inc.'s EIN is 45-4104058.
Download the official 2024 Form 5500 (PDF) for LOAR Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOAR Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom 2035 K N/A | Mutual Funds | — | — | $8.5M | 11.1% | |
| Fidelity Investments Fidelity Freedom 2030 K N/A | Mutual Funds | — | — | $8.0M | 10.5% | |
| Fidelity Investments Fidelity 500 Index Adv N/A | Common Collective Trusts | — | — | $7.5M | 9.8% | |
| Fidelity Investments Fidelity Blue Chip Growth N/A | Mutual Funds | — | — | $6.7M | 8.8% | |
| Fidelity Investments Fidelity Freedom 2025 K N/A | Mutual Funds | — | — | $6.6M | 8.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.9M | 6.5% | |
| Fidelity Investments Fidelity Freedom 2040 K N/A | Mutual Funds | — | — | $4.8M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2045 K N/A | Mutual Funds | — | — | $4.6M | 6.1% | |
| Fidelity Investments Fidelity Freedom 2050 K N/A | Mutual Funds | — | — | $2.8M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2020 K N/A | Mutual Funds | — | — | $2.3M | 3.0% | |
| Fidelity Investments Fidelity Large Cap Stock N/A | Mutual Funds | — | — | $1.5M | 2.0% | |
| Fidelity Investments Fidelity Freedom 2055 K N/A | Mutual Funds | — | — | $1.5M | 2.0% | |
| Fidelity Investments Government Money Market Fund N/A | Mutual Funds | — | — | $1.3M | 1.7% | |
| Notes receivable from participants Maturing January 2025 to February 2051 at interest rates of 4.25% to 9.50% N/A | Bonds / Notes | — | — | $1.3M | 1.7% | |
| Fidelity Investments Fidelity Freedom 2060 K N/A | Mutual Funds | — | — | $1.3M | 1.7% | |
| Fidelity Investments Fidelity Balanced N/A | Mutual Funds | — | — | $1.2M | 1.5% | |
| Fidelity Investments Fidelity Freedom Income K N/A | Mutual Funds | — | — | $1.1M | 1.4% | |
| MFS Mid Cap Value R3 N/A | Mutual Funds | — | — | $979K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2015 K N/A | Mutual Funds | — | — | $972K | 1.3% | |
| American Beacon ABF Large Cap Value Inv N/A | Other securities | — | — | $941K | 1.2% | |
| Janus Enterprise A N/A | Mutual Funds | — | — | $884K | 1.2% | |
| Fidelity Investments Fidelity Total Bond N/A | Mutual Funds | — | — | $797K | 1.0% | |
| Self-directed brokerage account Various N/A | Self-Directed Brokerage | — | — | $706K | 0.9% | |
| Principal Small Cap R5 N/A | Other securities | — | — | $631K | 0.8% | |
| Franklin Small Cap Growth A N/A | Mutual Funds | — | — | $540K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2065 K N/A | Mutual Funds | — | — | $523K | 0.7% | |
| Fidelity Investments Fidelity Global XUS Index Adv N/A | Mutual Funds | — | — | $498K | 0.7% | |
| Fidelity Investments Fidelity Intl Discovery N/A | Mutual Funds | — | — | $429K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Adv N/A | Mutual Funds | — | — | $405K | 0.5% | |
| GQG Partners Inc GQG Partners Emerging Markets Equity R6 N/A | Common Stocks | — | — | $385K | 0.5% | |
| Fidelity Investments Fidelity Extend Market Index Adv N/A | Mutual Funds | — | — | $303K | 0.4% | |
| Fidelity Investments Fidelity Inflation Protection Bond N/A | Mutual Funds | — | — | $269K | 0.4% | |
| MGM MGL Small Cap Value A N/A | Other securities | — | — | $211K | 0.3% | |
| Fidelity Investments Fidelity Real Estate Invs N/A | Mutual Funds | — | — | $207K | 0.3% | |
| Invesco Oppenheimer MS Mid Cap N/A | Mutual Funds | — | — | $203K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2010 K N/A | Mutual Funds | — | — | $157K | 0.2% | |
| Fidelity Investments Fidelity New Markets Inc N/A | Mutual Funds | — | — | $126K | 0.2% | |
| Eaton Vance Eaton Vance Income Fund of Boston I N/A | Other securities | — | — | $102K | 0.1% | |
| Franklin Templeton Investments BrandywineGLOBAL Global Opportunities Bond N/A | Mutual Funds | — | — | $78K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K N/A | Mutual Funds | — | — | $6K | <0.1% |
