La Colombe Holdings, Inc.'s EIN is 47-1649506.
Download the official 2023 Form 5500 (PDF) for La Colombe Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)La Colombe Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
| EMPOWER ANNUITY INSURANCE COMP | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNTS MASS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.0M | 96.8% | |
| MM S&P 500 Index Pooled separate account - 95,911 units | Pooled Separate Accounts | — | — | $1.5M | 14.2% | |
| JP Morgan SmartRetirement 2050 Pooled separate account - 61,408 units | Pooled Separate Accounts | — | — | $1.2M | 12.1% | |
| JP Morgan SmartRetirement 2055 Pooled separate account - 41,224 units | Pooled Separate Accounts | — | — | $1.0M | 9.7% | |
| MFS Growth R6 Pooled separate account - 3,973 units | Pooled Separate Accounts | — | — | $689K | 6.7% | |
| JP Morgan SmartRetirement 2040 Pooled separate account - 33,799 units | Pooled Separate Accounts | — | — | $677K | 6.6% | |
| JP Morgan SmartRetirement 2060 Pooled separate account - 29,323 units | Pooled Separate Accounts | — | — | $605K | 5.9% | |
| iShares S&P 500 Index Pooled separate account - 925 units | Pooled Separate Accounts | — | — | $517K | 5.0% | |
| Franklin Mutual Global Discovery Pooled separate account - 15,685 units | Pooled Separate Accounts | — | — | $479K | 4.6% | |
| MFS Value R6 Pooled separate account - 9,705 units | Pooled Separate Accounts | — | — | $458K | 4.4% | |
| JP Morgan SmartRetirement 2035 Pooled separate account - 16,225 units | Pooled Separate Accounts | — | — | $300K | 2.9% | |
| iShares Russell Mid Cap Index Pooled separate account - 18,229 units | Pooled Separate Accounts | — | — | $250K | 2.4% | |
| General Account Guaranteed Interest Fund- rate of 1.55% | Bonds / Notes | — | — | $248K | 2.4% | |
| Hartford Mid Cap Pooled separate account - 7,048 units | Pooled Separate Accounts | — | — | $242K | 2.3% | |
| PIMCO Income Institutional Pooled separate account - 22,070 units | Pooled Separate Accounts | — | — | $234K | 2.3% | |
| iShares US Aggregate Bond Index Pooled separate account - 25,169 units | Pooled Separate Accounts | — | — | $229K | 2.2% | |
| Blackrock Total Return Pooled separate account - 21,536 units | Pooled Separate Accounts | — | — | $216K | 2.1% | |
| JP Morgan SmartRetirement 2045 Pooled separate account - 10,653 units | Pooled Separate Accounts | — | — | $213K | 2.1% | |
| Invesco Small Cap Growth Pooled separate account - 6,352 units | Pooled Separate Accounts | — | — | $212K | 2.1% | |
| Cohen & Steers Real Estate Securities Z Pooled separate account - 11,956 units | Pooled Separate Accounts | — | — | $199K | 1.9% | |
| Hartford International Opportunities Pooled separate account - 10,835 units | Pooled Separate Accounts | — | — | $195K | 1.9% | |
| Goldman Sachs Small Cap Value Pooled separate account - 3,282 units | Pooled Separate Accounts | — | — | $147K | 1.4% | |
| AB Global Bond Pooled separate account - 20,858 units | Pooled Separate Accounts | — | — | $145K | 1.4% | |
| Notes receivable from participants Maturing through 2028, bearing interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $82K | 0.8% | |
| iShares Russell 2000 Small Cap Index Pooled separate account - 3,247 units | Pooled Separate Accounts | — | — | $75K | 0.7% | |
| iShares MSCI EAFE International lndex K Pooled separate account - 4,359 units | Pooled Separate Accounts | — | — | $66K | 0.6% | |
| JP Morgan SmartRetirement 2030 Pooled separate account - 2,641 units | Pooled Separate Accounts | — | — | $47K | 0.5% | |
| JP Morgan SmartRetirement Income Pooled separate account - 1,913 units | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| Hartford Balanced Income Pooled separate account - 1,598 units | Pooled Separate Accounts | — | — | $23K | 0.2% | |
| Neuberger Berman Sustainable Eq R6 Pooled separate account - 491 units | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| JP Morgan SmartRetirement 2025 Pooled separate account - 762 units | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| JP Morgan SmartRetirement 2020 Pooled separate account - 132 units | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $34K |
| — |
