Allison Brecher signed South Bay LUBE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
South Bay LUBE, Inc.'s EIN is 59-3457634.
Download the official 2024 Form 5500 (PDF) for South Bay LUBE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Bay LUBE, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2035-R6 13,365.860 | Other securities | — | — | $264K | 28.7% | |
| JPMorgan SmartRetirement 2040-R6 5,726.046 | Other securities | — | — | $124K | 13.4% | |
| JPMorgan SmartRetirement 2050-R6 5,359.724 | Other securities | — | — | $121K | 13.2% | |
| JPMorgan SmartRetirement 2060 Fund R6 3,996.874 | Other securities | — | — | $92K | 10.0% | |
| JPMorgan SmartRetirement 2055-R6 3,269.599 | Other securities | — | — | $89K | 9.7% | |
| JPMorgan SmartRetirement 2045-R6 3,104.396 | Other securities | — | — | $68K | 7.4% | |
| JPMorgan SmartRetirement 2065-R6 3,171.225 | Other securities | — | — | $64K | 7.0% | |
| Participant loans 6.5% - 9.5% | Bonds / Notes | — | — | $32K | 3.5% | |
| JPMorgan SmartRetirement 2030-R6 1,681.612 | Other securities | — | — | $31K | 3.4% | |
| JPMorgan Us Small Comp-R6 654.322 | Other securities | — | — | $12K | 1.3% | |
| Cash 685 * JPMorgan US Government Money Market Instl | Cash / Money Market | — | — | $11K | 1.2% | |
| JPMorgan Smartretirement 2025-R6 467.672 | Other securities | — | — | $8K | 0.8% | |
| JPMorgan Smartretirement 2020-R6 255.053 | Other securities | — | — | $4K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
