LBC Houston L.P.'s EIN is 74-1920179.
Download the official 2024 Form 5500 (PDF) for LBC Houston L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LBC Houston L.P.'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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $130K | — |
| HARPER & PEARSON |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth CL R3 | Other securities | — | — | $9.2M | 18.1% | |
| Smead Value Fund A | Other securities | — | — | $6.8M | 13.3% | |
| Goldman Sachs International Equity ESG Fund | Other securities | — | — | $5.9M | 11.6% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $4.2M | 8.2% | |
| MFS Mid Cap Growth CL R3 | Mutual Funds | — | — | $4.1M | 8.1% | |
| Morley Capital Stable Value Fund | Stable Value | — | — | $3.7M | 7.2% | |
| INST'L INVESTORS STABLE ASSET FUND U.S. BANK NATIONAL ASSOCIATION · EIN 39-6040067 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.2% | |
| Icon Flexible Bond Investor | Other securities | — | — | $3.4M | 6.7% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $3.0M | 5.8% | |
| PIMCO RAE US Small Fund | Mutual Funds | — | — | $2.5M | 4.9% | |
| Oberweis Small Cap Opportunities Fund | Other securities | — | — | $2.1M | 4.1% | |
| Participant Loans | Participant loans | — | — | $1.9M | 3.7% | |
| BlackRock Technology Opportunities Fund | Other securities | — | — | $1.0M | 2.0% | |
| T. Rowe Price Media & Technology Fund | Other securities | — | — | $645K | 1.3% | |
| BlackRock Health Sciences Opportunities Fund | Other securities | — | — | $613K | 1.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $544K | 1.1% | |
| PGIM Jennison Utility Fund | Other securities | — | — | $328K | 0.6% | |
| Eaton Vance Floating-Rate & High Income Fund | Other securities | — | — | $260K | 0.5% | |
| Davis Financial Fund | Other securities | — | — | $229K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $206K | 0.4% | |
| Aberdeen International Small Cap Fund | Other securities | — | — | $169K | 0.3% | |
| BNY Mellon Natural Resources FD CL I | Other securities | — | — | $117K | 0.2% | |
| PIMCO Investment Grade Corporate Bond Fund | Mutual Funds | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-1695589 |
| — |
| NONE |
| $15K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
