1ST Lake Properties, Inc.'s EIN is 72-1142677.
Download the official 2024 Form 5500 (PDF) for 1ST Lake Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1ST Lake Properties, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $24K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Options Offered Via the Unallocated Insurance Contract with Transamerica Financial Insurance Company * iShares S&P 500 Index 3,542 Units | OTHER | — | — | $2.4M | 16.5% | |
| T Rowe Price Blue Chip Growth 8,333 Units | Mutual Funds | — | — | $1.6M | 10.6% | |
| JOHCM International Select 54,516 Units | Other securities | — | — | $1.2M | 8.4% | |
| Vanguard Wellesley Income 15,064 Units | Mutual Funds | — | — | $904K | 6.1% | |
| AB Discovery Growth Z 56,401 Units | Other securities | — | — | $744K | 5.1% | |
| PGIM Total Return Bond R6 58,692 Units | Other securities | — | — | $695K | 4.7% | |
| American Funds Balanced R6 17,252 Units | Mutual Funds | — | — | $593K | 4.0% | |
| American Funds Trgt Date 2030 33,214 Units | Mutual Funds | — | — | $574K | 3.9% | |
| iShares Russell Mid Cap Index 37,554 Units | Other securities | — | — | $558K | 3.8% | |
| American Funds Trgt Date 2045 22,565 Units | Mutual Funds | — | — | $478K | 3.2% | |
| American Funds Trgt Date 2035 20,754 Units | Mutual Funds | — | — | $395K | 2.7% | |
| Franklin Small Cap Value R6 6,050 Units | Mutual Funds | — | — | $364K | 2.5% | |
| Oakmark International 13,704 Units | Other securities | — | — | $342K | 2.3% | |
| Participant Loans Interest rates ranging from 4.25% to 9.5% n/a | Bonds / Notes | — | — | $335K | 2.3% | |
| JPMorgan Equity Income 12,888 Units | Other securities | — | — | $309K | 2.1% | |
| NYLI Short Term Bond 31,930 Units | Other securities | — | — | $291K | 2.0% | |
| Principal Real Estate Securities 8,951 Units | Other securities | — | — | $252K | 1.7% | |
| American Funds Inc Fund of Amer R6 9,538 Units | Mutual Funds | — | — | $233K | 1.6% | |
| iShares Russell 2000 Small-Cap Index 9,456 Units | Common Collective Trusts | — | — | $232K | 1.6% | |
| PIMCO International Bond 21,803 Units | Mutual Funds | — | — | $217K | 1.5% | |
| Allspring Special Mid Cap Value R6 3,962 Units | Other securities | — | — | $189K | 1.3% | |
| PIMCO CommoditiesPLUS 26,905 Units | Mutual Funds | — | — | $179K | 1.2% | |
| American Funds Trgt Date 2040 8,258 Units | Mutual Funds | — | — | $170K | 1.2% | |
| American Funds New World R6 1,983 Units | Mutual Funds | — | — | $153K | 1.0% | |
| Lord Abbett High Yield 13,254 Units | Mutual Funds | — | — | $85K | 0.6% | |
| Carillon Scot Mid Cap R6 3,492 Units | Other securities | — | — | $81K | 0.5% | |
| American Funds Trgt Date 2025 3,804 Units | Mutual Funds | — | — | $58K | 0.4% | |
| American Funds Trgt Date 2055 1,897 Units | Mutual Funds | — | — | $50K | 0.3% | |
| American Funds Trgt Date 2050 2,181 Units | Mutual Funds | — | — | $46K | 0.3% | |
| Alger Small Cap Focus Y 2,155 Units | Other securities | — | — | $45K | 0.3% | |
| American Funds Trgt Date 2065 336 Units | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Trgt Date 2015 243 Units | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Trgt Date 2010 255 Units | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Trgt Date 2020 186 Units | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISORY PLAN |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP INC | 72-1487108 | — | TPA | $11K | — |
