Shirley Horner signed Lancesoft, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lancesoft, Inc.'s EIN is 54-1974095.
Download the official 2024 Form 5500 (PDF) for Lancesoft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lancesoft, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.2M | 15.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.5M | 10.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 7.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $931K | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $720K | 5.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $609K | 4.2% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $599K | 4.1% | |
| INTERNATIONAL GR II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $555K | 3.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $491K | 3.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $483K | 3.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $451K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $413K | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $392K | 2.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $379K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $346K | 2.4% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $309K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $303K | 2.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $287K | 2.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $258K | 1.8% | |
| MID CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $222K | 1.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $216K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 1.5% | |
| NUVEEN INFLATIONLINKED BOND R6 | Registered Investment Companies | — | — | $211K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $190K | 1.3% | |
| CORE PLUS BOND II - R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $186K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $166K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $155K | 1.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $139K | 1.0% | |
| BLK COMMODITY STRAT K | Registered Investment Companies | — | — | $126K | 0.9% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $104K | 0.7% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $83K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $55K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $48K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $11K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
