Abigail Fraley signed Laird Noller Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laird Noller Ford, Inc.'s EIN is 48-0668109.
Download the official 2024 Form 5500 (PDF) for Laird Noller Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laird Noller Ford, Inc.'s 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 |
|---|---|---|---|---|---|
| PRISM FINANCIAL GROUP LLC | — | OVERLAND, KS | NONE | $21K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $19K | — |
| ALLWORTH FINANCIAL | — | FOLSOM, CA | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered mutual fund investments American Funds American Funds 2045 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $1.8M | 16.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $1.4M | 12.9% | |
| Investment contracts with Insurance Company * CMFG Life Ins. Co. CMFG Stable Value Group Annuity N/A | Stable Value | — | — | $1.4M | 12.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $1.3M | 11.8% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $1.2M | 11.0% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $745K | 6.7% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $706K | 6.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $500K | 4.5% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $480K | 4.3% | |
| iShares Russell 1000 Large‐Cap Index Fund Class K N/A | Common Collective Trusts | — | — | $303K | 2.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $249K | 2.2% | |
| Fidelity Mid‐Cap Index Fund N/A | Common Collective Trusts | — | — | $149K | 1.3% | |
| Participant loans 4.00% ‐ 8.50% | Bonds / Notes | — | — | $141K | 1.3% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $133K | 1.2% | |
| Nuveen International Equity Index Fund Class R‐6 N/A | Common Collective Trusts | — | — | $116K | 1.0% | |
| Nuveen Small‐Cap Blend Index Fund Class R‐6 N/A | Common Collective Trusts | — | — | $115K | 1.0% | |
| Nuveen Large‐Cap Growth Index Fund Class R‐6 N/A | Common Collective Trusts | — | — | $98K | 0.9% | |
| Vanguard Small‐Cap Growth Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $71K | 0.6% | |
| iShares US Aggregate Bond Index Fund Class K N/A | Common Collective Trusts | — | — | $45K | 0.4% | |
| Vanguard Small‐Cap Value Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $45K | 0.4% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R‐6 N/A | Mutual Funds | — | — | $41K | 0.4% | |
| Nuveen Large‐Cap Value Index Fund Class R‐6 N/A | Common Collective Trusts | — | — | $16K | 0.1% | |
| Fidelity Emerging Markets Index Fund N/A | Common Collective Trusts | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
