GREG Fraley signed Lykes Bros. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lykes Bros. Inc.'s EIN is 59-0606439.
Download the official 2024 Form 5500 (PDF) for Lykes Bros. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lykes Bros. 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Stock X Fund | Mutual Funds | — | — | $2.9M | 19.3% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $2.8M | 18.3% | |
| MFS Investment Management MFS Growth R4 Fund | Mutual Funds | — | — | $2.0M | 13.0% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $1.6M | 10.5% | |
| T. Rowe Price Associates T. Rowe Price Md-Cap Growth Fund | Other securities | — | — | $1.3M | 8.3% | |
| Capital Research and Management American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.0M | 6.6% | |
| Company Dodge & Cox Dodge & Cox Income I Fund | Mutual Funds | — | — | $977K | 6.4% | |
| MFS Investment Management MFS Total Return R3 Fund | Mutual Funds | — | — | $890K | 5.8% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $482K | 3.2% | |
| Fidelity Investments Fidelity Adv Intl Sm Cp Z Fd | Mutual Funds | — | — | $458K | 3.0% | |
| Delaware Management Company Delaware Small-Cap Value I Fund | Common Stocks | — | — | $314K | 2.1% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $282K | 1.9% | |
| Participant loans 4.25% to 9.50%, maturity dates through 2029 $-- | Bonds / Notes | — | — | $118K | 0.8% | |
| AB/Brown/Emerald SmallCap Growth I R5 Fund | Other securities | — | — | $68K | 0.4% | |
| Massachusetts Financial Service MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $44K | 0.3% | |
| (E) | Other securities | — | $68K | $20K | 0.1% | |
| Company Vanguard Group Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
