Lone Star PEO, Inc.'s EIN is 47-3726066.
Download the official 2024 Form 5500 (PDF) for Lone Star PEO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lone Star PEO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $18K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $5K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $597 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $581K | 24.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $302K | 12.6% | |
| Interest Bearing Cash Matrix Trust Retirement Cash Account | Cash / Money Market | — | — | $265K | 11.0% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $244K | 10.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $164K | 6.8% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $142K | 5.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $79K | 3.3% | |
| Arc her Aviation Inc | OTHER | — | — | $53K | 2.2% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $49K | 2.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $46K | 1.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $38K | 1.6% | |
| Harbor Capital Apprec iation Fund R | Other securities | — | — | $35K | 1.5% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $34K | 1.4% | |
| American Funds American Funds New Perspec tive R6 | Mutual Funds | — | — | $32K | 1.3% | |
| T. Rowe Pric e T Rowe Price Value Fund-I | Mutual Funds | — | — | $31K | 1.3% | |
| Fidelity Advisor® Government Income Z | Mutual Funds | — | — | $28K | 1.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $26K | 1.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $25K | 1.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $24K | 1.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $18K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $17K | 0.7% | |
| a. b. c . d. e. Issuer Description Cost Current Value American Beacon American Beacon Small Cap Value Fund R6 | Other securities | — | — | $16K | 0.7% | |
| T. Rowe Pric e T Rowe Price Integrated US Small-Cap Growth Equity Inv | Mutual Funds | — | — | $16K | 0.7% | |
| PGIM High Yield R6 | Other securities | — | — | $15K | 0.6% | |
| American Funds American Funds Capital World Bond R6 128 American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $11K | 0.5% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $11K | 0.5% | |
| Vanguard Selec ted Value Inv | Mutual Funds | — | — | $10K | 0.4% | |
| MFS MFS® Mid Cap Growth R6 | Mutual Funds | — | — | $8K | 0.3% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $4K | 0.2% | |
| TCW MetWest Total Return Bd Plan | Other securities | — | — | $3K | 0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
