Janet Ulman signed Lutron S.M. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutron S.M. Inc.'s EIN is 66-0644370.
Download the official 2024 Form 5500 (PDF) for Lutron S.M. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutron S.M. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2040 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.2M | 21.3% | |
| T ROWE PRICE RETIREMENT 2035 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.8M | 16.7% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $1.6M | 15.2% | |
| T ROWE PRICE RETIREMENT 2045 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.9% | |
| T ROWE PRICE RETIREMENT 2030 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.7% | |
| T ROWE PRICE RETIREMENT 2015 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $477K | 4.5% | |
| T ROWE PRICE RETIREMENT 2050 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $470K | 4.5% | |
| T ROWE PRICE RETIREMENT 2010 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $407K | 3.9% | |
| T ROWE PRICE RETIREMENT 2025 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $343K | 3.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $176K | 1.7% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $174K | 1.6% | |
| Banco Popular Bank Deposit Open Account Time Deposit Variable | Other securities | — | — | $137K | 1.3% | |
| T ROWE PRICE RETIREMENT 2060 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $119K | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $117K | 1.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $97K | 0.9% | |
| T ROWE PRICE RETIREMENT 2020 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $73K | 0.7% | |
| Federated Government Obligations Federated Government Obligations | Other securities | — | — | $61K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
