Sherrell Abney signed Lacoste USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lacoste USA, Inc.'s EIN is 51-0344845.
Download the official 2024 Form 5500 (PDF) for Lacoste USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lacoste USA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $13K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund Mutual Fund # | Other securities | — | — | $3.0M | 16.1% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund # | Other securities | — | — | $2.7M | 14.8% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund # | Other securities | — | — | $2.6M | 14.0% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund # | Other securities | — | — | $2.4M | 12.6% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund # | Other securities | — | — | $2.1M | 11.1% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund # | Other securities | — | — | $1.8M | 9.9% | |
| Fidelity 500 Index Mutual Fund # | Common Collective Trusts | — | — | $1.0M | 5.5% | |
| Janus Henderson Balanced Fund Mutual Fund # | Mutual Funds | — | — | $569K | 3.1% | |
| Notes Receivable from Participants (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $413K | 2.2% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $277K | 1.5% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund # 17 T. Rowe Price Retirement 2015 Fund Mutual Fund # 329 T. Rowe Price Retirement 2025 Fund Mutual Fund # | Other securities | — | — | $270K | 1.5% | |
| Prudential Total Return Bond Fund Mutual Fund # | Other securities | — | — | $264K | 1.4% | |
| JPMorgan Large Cap Growth Fund Class R5 Mutual Fund # | Other securities | — | — | $259K | 1.4% | |
| Putnam Large Cap Value Fund Mutual Fund # | Mutual Funds | — | — | $201K | 1.1% | |
| T. Rowe Price Retirement Balanced I Mutual Fund # | Other securities | — | — | $185K | 1.0% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund # | Other securities | — | — | $145K | 0.8% | |
| John Hancock Disciplined Value Mid-Cap Fund Mutual Fund # | Other securities | — | — | $140K | 0.8% | |
| Fidelity Small Cap Index Mutual Fund # | Mutual Funds | — | — | $59K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund # 14 T. Rowe Price Retirement 2020 Fund Mutual Fund # | Other securities | — | — | $48K | 0.3% | |
| Fidelity Mid Cap Index Mutual Fund # | Mutual Funds | — | — | $38K | 0.2% | |
| American Century Small Cap Growth Fund Mutual Fund # | Other securities | — | — | $34K | 0.2% | |
| Victory Cornerstone Conservative Fund Mutual Fund # | Other securities | — | — | $33K | 0.2% | |
| Fidelity International Index Mutual Fund # | Mutual Funds | — | — | $19K | 0.1% | |
| Cohen & Steers Real Estate Securities I Mutual Fund # | Other securities | — | — | $17K | <0.1% | |
| BlackRock Advantage Small Cap Core Instl Mutual Fund # | Other securities | — | — | $13K | <0.1% | |
| Invesco Emerging Markets Fund Mutual Fund # | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
