Richard Minnick signed Lantz Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lantz Construction Company's EIN is 54-0679259.
Download the official 2024 Form 5500 (PDF) for Lantz Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lantz Construction Company's plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lantz Construction Company, Inc. 101,473 shares of common stock | Common Stocks | — | $4.5M | $18.1M | 93.8% | |
| Fidelity Fund Mutual Fund | Mutual Funds | — | $458K | $458K | 2.4% | |
| Invesco QQQ Trust Series 1 Stock | Mutual Funds | — | $17K | $45K | 0.2% | |
| SPDR S&P 500 EFT Trust Stock | Common Collective Trusts | — | $22K | $43K | 0.2% | |
| American Balanced Fund Mutual Fund | Other securities | — | $16K | $19K | <0.1% | |
| The Growth Fund of America Mutual Fund | Other securities | — | $14K | $16K | <0.1% | |
| Investment Company of America Mutual Fund | Common Stocks | — | $12K | $15K | <0.1% | |
| New Perspective Fund Mutual Fund | Other securities | — | $12K | $13K | <0.1% | |
| The Income Fund of America Mutual Fund | Other securities | — | $7K | $7K | <0.1% | |
| Wells Fargo bank deposit sweep account Cash | Cash / Money Market | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.