ANN LAMB signed Lavish Roots, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lavish Roots, Inc.'s EIN is 47-2138032.
Download the official 2024 Form 5500 (PDF) for Lavish Roots, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lavish Roots, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | DE MOINES, IA | CONTRACT ADMINISTRATOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.1M | 31.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $508K | 14.5% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $504K | 14.4% | |
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $352K | 10.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $325K | 9.3% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $145K | 4.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $141K | 4.0% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $140K | 4.0% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $93K | 2.7% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $70K | 2.0% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $36K | 1.0% | |
| JPMORGAN MID CAP GROW TH R6 Registered Investment Company ** 330 MFS INTERNATIONAL EQUITY R6 Registered Investment Company ** 999 PIMCO INCOME INSTL Registered Investment Company | Mutual Funds | — | — | $21K | 0.6% | |
| Participant Loans Interest rates at (4.25%~9.50%) $0 | Bonds / Notes | — | — | $20K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $20K | 0.6% | |
| FIDELITY MID CAP INDEX Registered Investment Company ** 665 FIDELITY REAL ESTATE INDEX INSTITUTIONAL Registered Investment Company ** 169 FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $13K | 0.4% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $10K | 0.3% | |
| DFA US TARGETED VALUE I Registered Investment Company ** 672 DREYFUS GOVERNMENT CASH MGMT INSTL Registered Investment Company | Mutual Funds | — | — | $4K | 0.1% | |
| DFA EMERGING MARKETS I Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Registered Investment Companies AMERICAN CENTURY REAL ESTATE R6 Registered Investment Company ** 674 AMERICAN CENTURY SMALL CAP GROW TH R6 Registered Investment Company ** 333 AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM LARGE CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
