Kevin Woosley signed Liter's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liter's, Inc.'s EIN is 61-0543198.
Download the official 2024 Form 5500 (PDF) for Liter's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liter's, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SORTINO ADVISORY PARTNERS, LLC | 47-1880154 | — | INVESTMENT ADVISORY | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price BIue Chip Growth Fund Mutual Fund | Other securities | — | — | $1.6M | 25.1% | |
| Invesco Diversified Dividend R5 Fund Mutual Fund | Mutual Funds | — | — | $737K | 11.6% | |
| BlackRock Lfpth Ind Rtrmt K Fund Mutual Fund | Other securities | — | — | $710K | 11.1% | |
| BlackRock Lifepath Index 2035 K Fund Mutual Fund | Other securities | — | — | $538K | 8.4% | |
| Fidelity Adv Balanced I Fund Mutual Fund | Mutual Funds | — | — | $514K | 8.1% | |
| Vanguard Fed Money Mrkt Inv Fund Mutual Fund | Mutual Funds | — | — | $295K | 4.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $281K | 4.4% | |
| Vanguard Mid Cap Grth Index Adm Fund Mutual Fund | Mutual Funds | — | — | $182K | 2.9% | |
| BlackRock Lifepath Index 2045 K Fund Mutual Fund | Other securities | — | — | $178K | 2.8% | |
| BlackRock Lifepath Index 2030 K Fund Mutual Fund | Other securities | — | — | $168K | 2.6% | |
| Vanguard Dev Mkts Index Adm Fund Mutual Fund | Mutual Funds | — | — | $152K | 2.4% | |
| BlackRock Lifepath Index 2060 K Fund Mutual Fund | Other securities | — | — | $149K | 2.3% | |
| Hartford Intl Opp Y Fund Mutual Fund | Other securities | — | — | $145K | 2.3% | |
| BlackRock Lifepath Index 2055 K Fund Mutual Fund | Other securities | — | — | $129K | 2.0% | |
| JP Morgan Mid Cap Value R6 Fund Mutual Fund | Other securities | — | — | $102K | 1.6% | |
| BlackRock Lifepath Index 2050 K Fund Mutual Fund | Other securities | — | — | $100K | 1.6% | |
| JP Morgan Sm Cap Value R6 Fund Mutual Fund | Other securities | — | — | $88K | 1.4% | |
| BlackRock Lifepath Index 2040 K Fund Mutual Fund | Other securities | — | — | $80K | 1.2% | |
| Vanguard Real Estate Index Adm Fund Mutual Fund ** 21 Vanguard Sm Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Mid Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.6% | |
| Virtus SGA Emer Mark Eq I Fund Mutual Fund | Other securities | — | — | $35K | 0.5% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $31K | 0.5% | |
| JanusHenderson Triton Fund N Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| BlackRock Lifepath Index 2065 K Fund Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| BlackRock HY Portfolio Inst Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES, NALE & MATTINGLY | 61-0420207 | — | ACCOUNTANT | $14K | — |
