Charles Merdian signed LGI Homes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LGI Homes, Inc.'s EIN is 46-3088013.
Download the official 2024 Form 5500 (PDF) for LGI Homes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LGI Homes, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY ASSET MANAGEMENT INC | 76-0574055 | — | ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FID BLUE CHIP GR K6 | Mutual Funds | — | — | $12.3M | 13.5% | |
| FIDELITY FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $10.9M | 12.0% | |
| FIDELITY FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $10.2M | 11.2% | |
| FIDELITY FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $8.8M | 9.7% | |
| FIDELITY FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $8.8M | 9.6% | |
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $8.3M | 9.1% | |
| FIDELITY FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $6.7M | 7.4% | |
| FIDELITY FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $5.8M | 6.4% | |
| PARTICIPANT NOTES OUTSTANDING LOAN BALANCE | Other securities | — | — | $3.2M | 3.5% | |
| FIDELITY FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $2.5M | 2.7% | |
| FIDELITY AF WASH MUTL INV R6 | Mutual Funds | — | — | $2.3M | 2.5% | |
| FIDELITY FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $2.1M | 2.3% | |
| FIDELITY VANG STRATEGIC EQ | Mutual Funds | — | — | $1.7M | 1.8% | |
| FIDELITY FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| FIDELITY WASATCH CORE GR INST | Mutual Funds | — | — | $1.2M | 1.3% | |
| FIDELITY FID TOTAL BOND K6 | Mutual Funds | — | — | $1.2M | 1.3% | |
| FIDELITY AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $727K | 0.8% | |
| FIDELITY FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $663K | 0.7% | |
| FIDELITY C&S INST REALTY SHS | Mutual Funds | — | — | $524K | 0.6% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $516K | 0.6% | |
| FIDELITY AF CAP WORLD G&I R6 | Mutual Funds | — | — | $418K | 0.5% | |
| FIDELITY AF SMALLCAP WORLD R6 | Mutual Funds | — | — | $374K | 0.4% | |
| FIDELITY VANG EM STK IDX ADM | Common Collective Trusts | — | — | $350K | 0.4% | |
| FIDELITY FID FDM IDX 2070 IPR 424 * FIDELITY FID FDM IDX INC IPR | Common Collective Trusts | — | — | $122K | 0.1% | |
| FIDELITY AM CENT HIGH YLD R6 | Mutual Funds | — | — | $121K | 0.1% | |
| FIDELITY FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $89K | <0.1% | |
| FIDELITY FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| 43-1451524 |
| — |
| ADVISOR |
| $14K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEFFIELD, TRACKWELL & RAPP, LLC | 27-2581114 | — | ACCOUNTANT/AUDITOR | $20K | — |
