Julie PAHL signed LBE Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LBE Holdings, LLC's EIN is 46-1545205.
Download the official 2024 Form 5500 (PDF) for LBE Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LBE Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $941K | 33.7% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $511K | 18.3% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $266K | 9.5% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $250K | 9.0% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $232K | 8.3% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $216K | 7.7% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $102K | 3.7% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $79K | 2.8% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $65K | 2.3% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $52K | 1.8% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $35K | 1.3% | |
| Fidelity MID C AP INDEX | Mutual Funds | — | — | $18K | 0.6% | |
| Fidelity SMALL C AP INDEX | Mutual Funds | — | — | $9K | 0.3% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $4K | 0.1% | |
| MFS GROWTH EQUITY S GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan JPM C ORE BOND R6 | Other securities | — | — | $2K | <0.1% | |
| Baird Asset Management BAIRD C ORE PLUS INST | Other securities | — | — | $2K | <0.1% | |
| Putnam Investments PUTN LG C AP VAL R6 | Mutual Funds | — | — | $2K | <0.1% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $78 | <0.1% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
