Laura Miller signed Deposition Solutions, LLC DBA Lexitas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deposition Solutions, LLC DBA Lexitas' EIN is 46-4363191.
Download the official 2024 Form 5500 (PDF) for Deposition Solutions, LLC DBA Lexitas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deposition Solutions, LLC DBA Lexitas' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | ERIE, PA | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.5M | 13.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 13.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.1M | 12.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.0M | 12.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 10.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 7.4% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.5M | 6.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 5.6% | |
| Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $941K | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $717K | 2.8% | |
| 4.25% - 9.50% | Bonds / Notes | — | — | $530K | 2.1% | |
| T.Rowe Price Blue Chip Growth Fund Mutual fund | Other securities | — | — | $471K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $325K | 1.3% | |
| Vanguard Mid Cap Index Admin Mutual fund | Mutual Funds | — | — | $220K | 0.9% | |
| Vanguard Federal Money Market Investment Fund Mutual fund | Mutual Funds | — | — | $172K | 0.7% | |
| Vanguard Developing Markets Index Admiral Fund Mutual fund | Mutual Funds | — | — | $162K | 0.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $159K | 0.6% | |
| Vanguard Small Cap Index Admin Mutual fund | Mutual Funds | — | — | $150K | 0.6% | |
| DFA Real Estate Securities Portfolio Mutual fund | Mutual Funds | — | — | $135K | 0.5% | |
| MFS Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $104K | 0.4% | |
| Vanguard Intermediate Term Bond Index Admiral Fund Mutual fund | Mutual Funds | — | — | $104K | 0.4% | |
| Principal Lifetime Hybrid Income Collective trust fund | Common Collective Trusts | — | — | $93K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $93K | 0.4% | |
| MFS Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $89K | 0.4% | |
| MFS Value Fund Mutual fund | Mutual Funds | — | — | $79K | 0.3% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $71K | 0.3% | |
| Fidelity Advisor Total Bond Fund Mutual fund | Mutual Funds | — | — | $55K | 0.2% | |
| DFA U.S. Small Cap Growth Portfolio Mutual fund | Mutual Funds | — | — | $41K | 0.2% | |
| DFA Inflation Protected Securities Portfolio Mutual fund | Mutual Funds | — | — | $23K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
