Jackie H. Baber signed LTM Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LTM Inc.'s EIN is 54-1703253.
Download the official 2024 Form 5500 (PDF) for LTM Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LTM Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2045 Fund | Other securities | — | $2.4M | $2.5M | 15.1% | |
| Blackrock Treasury and Liquidity Funds | Cash / Money Market | — | $1.7M | $1.7M | 9.9% | |
| JP Morgan Smart Retirement 2035 Fund | Other securities | — | $1.5M | $1.6M | 9.4% | |
| Self-Direct Investment Accounts | Other securities | — | $1.3M | $1.3M | 7.6% | |
| Pioneer Fundamental Growth Fund | Other securities | — | $1.1M | $1.2M | 7.3% | |
| JP Morgan Smart Retirement 2025 Fund | Other securities | — | $887K | $909K | 5.4% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | $732K | $832K | 5.0% | |
| Janus Henderson Small Cap Value Fund | Mutual Funds | — | $737K | $706K | 4.2% | |
| Nationwide Mid Cap Market Index Fund | Common Collective Trusts | — | $634K | $638K | 3.8% | |
| T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | $480K | $562K | 3.3% | |
| Victory Sycamore Established Value Fund | Other securities | — | $478K | $469K | 2.8% | |
| Blackrock Equity Dividend Fund | Other securities | — | $446K | $437K | 2.6% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | $413K | $434K | 2.6% | |
| JP Morgan Smart Retirement 2055 Fund | Other securities | — | $398K | $426K | 2.5% | |
| Clearbridge Large Cap Growth Fund | Other securities | — | $262K | $311K | 1.9% | |
| JP Morgan Smart Retirement Fund | Other securities | — | $296K | $306K | 1.8% | |
| First Eagle Global Fund | Other securities | — | $274K | $288K | 1.7% | |
| Principal High Yield Fund | Other securities | — | $278K | $280K | 1.7% | |
| Fidelity Advisor Growth Opportunity Fund | Mutual Funds | — | $185K | $246K | 1.5% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | $228K | $227K | 1.4% | |
| MFS International Diversification Fund | Mutual Funds | — | $216K | $221K | 1.3% | |
| American New Worlds Fund | Other securities | — | $201K | $205K | 1.2% | |
| MRS Moderate Allocation Fund | Other securities | — | $200K | $199K | 1.2% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | $178K | $175K | 1.0% | |
| Carillon Eagle Small Cap Growth Fund | Other securities | — | $186K | $172K | 1.0% | |
| Notes Receivable from Participants | Other securities | — | — | $122K | 0.7% | |
| PGIM Total Return Bond Fund | Other securities | — | $101K | $99K | 0.6% | |
| Vanguard Strategic Equity Investor Fund | Mutual Funds | — | $83K | $83K | 0.5% | |
| Principal Investors Real Estate Securities Fund | Other securities | — | $77K | $77K | 0.5% | |
| Blackrock Low Duration Bond Fund | Other securities | — | $65K | $66K | 0.4% | |
| PGIM Short Term Corporate Bond Fund | Other securities | — | $25K | $25K | 0.1% | |
| American EuroPacific Growth Fund | Other securities | — | $12K | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
