Sandra Thompson signed Lee County Electric Cooperative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee County Electric Cooperative, Inc.'s EIN is 59-0329555.
Download the official 2024 Form 5500 (PDF) for Lee County Electric Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee County Electric Cooperative, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Institutional Mutual Fund | Mutual Funds | — | $16.3M | $13.8M | 24.7% | |
| JP Morgan Large Growth Mutual Fund | Other securities | — | $3.0M | $4.8M | 8.6% | |
| JP Morgan Equity Income Mutual Fund | Other securities | — | $3.6M | $4.4M | 7.9% | |
| Vanguard 500 Index Fund Admiral Mutual Fund | Common Collective Trusts | — | $2.7M | $4.1M | 7.3% | |
| MFS International Growth Mutual Fund | Mutual Funds | — | $2.5M | $2.6M | 4.7% | |
| Oakmark International Investment Mutual Fund | Other securities | — | $2.5M | $2.6M | 4.7% | |
| GQG Partners Emerging Markets A Mutual Fund | Other securities | — | $2.2M | $2.1M | 3.7% | |
| PGIM High Yield Mutual Fund | Other securities | — | $1.8M | $1.7M | 3.0% | |
| Vanguard Developing Markets Index Mutual Fund | Mutual Funds | — | $1.4M | $1.6M | 2.8% | |
| GMO Resource Fund Mutual Fund | Other securities | — | $2.1M | $1.5M | 2.7% | |
| T. Rowe Price Mid Cap Growth Mutual Fund | Other securities | — | $1.1M | $1.1M | 2.0% | |
| JP Morgan Mid Cap Value Mutual Fund | Other securities | — | $1.1M | $1.1M | 2.0% | |
| Nuveen Emerging Markets Debt Mutual Fund | Mutual Funds | — | $1.1M | $1.1M | 2.0% | |
| Principal Global Real Estate Mutual Fund | Other securities | — | $1.1M | $1.0M | 1.8% | |
| Janus Henderson Venture Fund Mutual Fund | Mutual Funds | — | $802K | $862K | 1.5% | |
| Undiscovered Managers Behavioral Value Mutual Fund | Other securities | — | $709K | $853K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
