Lauralee Noble signed West Point Optical, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Point Optical, LLC's EIN is 46-5301472.
Download the official 2024 Form 5500 (PDF) for West Point Optical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Point Optical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | — |
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 | |||||
|---|---|---|---|---|---|---|
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $1.2M | 31.5% | |
| STADION GROWTH FD 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 020 | Common Collective Trust | — | — | $566K | 15.2% | |
| STADION MAX GROWTH 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 048 | Common Collective Trust | — | — | $301K | 8.1% | |
| STADION MOD GR FD 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 021 | Common Collective Trust | — | — | $294K | 7.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $230K | 6.2% | |
| T.ROWE PRICE GR STOCK FD -ADV | Registered Investment Companies | — | — | $177K | 4.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $160K | 4.3% | |
| STADION BALANCED 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 022 | Common Collective Trust | — | — | $143K | 3.9% | |
| JPMORGAN MID CAP GROWTH - A | Registered Investment Companies | — | — | $109K | 2.9% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $107K | 2.9% | |
| STATE ST INTL IDX SEC LEND VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 335 | Common Collective Trust | — | — | $88K | 2.4% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $54K | 1.4% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $48K | 1.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $43K | 1.2% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $40K | 1.1% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $31K | 0.8% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $23K | 0.6% | |
| STADION CONSERVATIVE 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 023 | Common Collective Trust | — | — | $21K | 0.6% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $9K | 0.2% | |
| STADION CAP PRES 3 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 024 | Common Collective Trust | — | — | $2K | <0.1% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ROSELAND, NJ |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT THRASHER | 58-1673613 | — | ACCOUNTANT | $14K | — |
