TARA Fenner signed L.B.J. & C. Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L.B.J. & C. Development Corporation's EIN is 62-0724384.
Download the official 2024 Form 5500 (PDF) for L.B.J. & C. Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L.B.J. & C. Development Corporation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Prin Fixed Income Non 401(a) | Common Stocks | — | — | $1.5M | 59.5% | |
| Principal Funds Inc. Prin LifeTime 2030 R3 Fund 28,026.4245 shares | Common Stocks | — | $28K | $386K | 14.9% | |
| Principal Funds Inc. Prin LifeTime 2040 R3 Fund 13,034.6035 shares | Common Stocks | — | $13K | $202K | 7.8% | |
| Principal Funds Inc. Prin LifeTime 2060 R3 Fund 10,185.4733 shares | Common Stocks | — | $10K | $173K | 6.7% | |
| Principal Funds Inc. Prin LargeCap S&P 500 Idx R3 Fund 2,816.0039 shares | Common Collective Trusts | — | $3K | $80K | 3.1% | |
| Principal Funds Inc. Prin LargeCap Growth I R3 Fund 4,466.0779 shares | Common Stocks | — | $4K | $56K | 2.2% | |
| Principal Funds Inc. Prin LifeTime 2050 R3 Fund 2,555.6468 shares | Common Stocks | — | $3K | $42K | 1.6% | |
| Principal Funds Inc. Prin LifeTime 2020 R3 Fund 3,414.4106 shares | Common Stocks | — | $3K | $40K | 1.6% | |
| Principal Funds Inc. Prin Real Estate Securities R3 Fund 583.6222 shares | Common Stocks | — | — | $16K | 0.6% | |
| Principal Funds Inc. Principal Diversified Intl R3 Fund 1,126.7057 shares | Common Stocks | — | $1K | $15K | 0.6% | |
| Principal Funds Inc. Prin Lifetime 2070 R3 Fund 408.5728 shares | Common Stocks | — | — | $5K | 0.2% | |
| Principal Funds Inc. Prin Equity Income R3 Fund 102.5488 shares | Common Stocks | — | — | $4K | 0.2% | |
| Principal Funds Inc. Prin SmallCap Growth I R3 Fund 376.8464 shares | Common Stocks | — | — | $4K | 0.2% | |
| Principal Funds Inc. Principal Bond Market Index R3 Fund 454.8200 shares | Common Stocks | — | — | $4K | 0.1% | |
| Principal Funds Inc. Prin MidCap S&P 400 Idx R3 Fund 113.7594 shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vaughan Nelson VNC SmallCap Value II R3 Fund 125.3321 shares | Other securities | — | — | $1K | <0.1% | |
| Principal Funds Inc. Prin Lifetime Str Inc R3 Fund 113.6218 shares | Common Stocks | — | — | $1K | <0.1% |
