Jennifer C Smith signed LS3P Associates Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LS3P Associates Ltd.'s EIN is 57-0475651.
Download the official 2024 Form 5500 (PDF) for LS3P Associates Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LS3P Associates Ltd.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $12.2M | 16.8% | |
| Fidelity Blue Chip Gwth Fd K6, 287,410 shares | Mutual Funds | — | — | $10.6M | 14.6% | |
| Fidelity Freedom Index 2040 Premier, 183,496 shares | Mutual Funds | — | — | $4.5M | 6.2% | |
| Janus Henderson Investors Enterprise Fd, 25,691 shares | Mutual Funds | — | — | $3.7M | 5.1% | |
| Investments shares | Other securities | — | — | $3.7M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 5.1% | |
| Fidelity Freedom Index 2045 Premier, 133,777 shares | Mutual Funds | — | — | $3.5M | 4.8% | |
| Mfs Value Fund CI R6, 67,336 shares | Mutual Funds | — | — | $3.3M | 4.5% | |
| Fidelity Freedom Index 2035 Premier, 127,243 shares | Mutual Funds | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Index 2055 Premier, 134,990 shares | Mutual Funds | — | — | $2.9M | 4.0% | |
| Fidelity Diversified Intl Fd K6, 201,383 shares | Mutual Funds | — | — | $2.9M | 3.9% | |
| Fidelity Freedom Index 2030 Premier, 129,171 shares | Mutual Funds | — | — | $2.6M | 3.6% | |
| Fidelity Freedom Index 2050 Premier, 91,897 shares | Mutual Funds | — | — | $2.4M | 3.3% | |
| Fidelity Freedom Index 2025 Premier, 113,886 shares | Mutual Funds | — | — | $2.1M | 2.9% | |
| Fidelity Freedom Index 2020 Premier, 124,549 shares | Mutual Funds | — | — | $2.0M | 2.7% | |
| Victory Sycamore Established Val R6, 35,609 shares | Other securities | — | — | $1.6M | 2.3% | |
| Fidelity Extended Mkt Index Fd, 17,839 shares | Mutual Funds | — | — | $1.6M | 2.2% | |
| Fidelity Freedom Index 2060 Premier, 88,653 shares | Mutual Funds | — | — | $1.6M | 2.2% | |
| Fidelity Global Ex Us Index, 101,791 shares | Mutual Funds | — | — | $1.5M | 2.0% | |
| Fidelity Us Bond Index Fd, 133,712 shares | Mutual Funds | — | — | $1.4M | 1.9% | |
| Fidelity Total Bond K6, 138,005 shares | Mutual Funds | — | — | $1.2M | 1.7% | |
| Principal Real Estate Sec R6, 31,832 shares | Other securities | — | — | $895K | 1.2% | |
| Fidelity Freedom Index 2065 Premier, 45,528 shares | Mutual Funds | — | — | $667K | 0.9% | |
| Pimco Us Small Instl, 52,069 shares | Mutual Funds | — | — | $594K | 0.8% | |
| Fidelity Govt Income Fd, 45,886 shares | Mutual Funds | — | — | $413K | 0.6% | |
| Macquarie Emerging Markets Instl, 19,193 shares | Other securities | — | — | $391K | 0.5% | |
| Various Plan Notes receivable from participants (5.25% to 10.50%) | Bonds / Notes | — | — | $370K | 0.5% | |
| Fidelity Freedom Indx Income Premier, 25,379 shares | Mutual Funds | — | — | $297K | 0.4% | |
| Vanguard Inflation Prot Sec Admn, 10,238 shares | Mutual Funds | — | — | $231K | 0.3% | |
| T Rowe Price Spectrum Income Fd, 19,558 shares | Mutual Funds | — | — | $219K | 0.3% | |
| Fidelity Freedom Index 2015 Premier, 10,220 shares | Mutual Funds | — | — | $146K | 0.2% | |
| Fidelity Freedom Index 2010 Premier, 4,237 shares | Mutual Funds | — | — | $54K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
