Lorri Holland signed Walsh, Colucci, Lubeley & Walsh, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walsh, Colucci, Lubeley & Walsh, P.C.'s EIN is 54-1235076.
Download the official 2024 Form 5500 (PDF) for Walsh, Colucci, Lubeley & Walsh, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walsh, Colucci, Lubeley & Walsh, P.C.'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).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | $2.2M | 100.0% |
