Kasha Bartholomew signed Lauren Concrete, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lauren Concrete, Inc.'s EIN is 74-2423211.
Download the official 2024 Form 5500 (PDF) for Lauren Concrete, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lauren Concrete, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Midcap Index Adm | Mutual Funds | — | $920K | $1.7M | 10.6% | |
| Dimensional Us Core Equity 1 I | Mutual Funds | — | $700K | $1.3M | 8.2% | |
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | $1.2M | $1.2M | 7.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 7.1% | |
| Vanguard Target Ret 2025 | Mutual Funds | — | $1.0M | $1.0M | 6.6% | |
| Vanguard Target Ret 2035 | Mutual Funds | — | $957K | $1.0M | 6.6% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $477K | $932K | 6.0% | |
| Fidelity Growth Company | Mutual Funds | — | $515K | $861K | 5.5% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | $719K | $814K | 5.2% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | $720K | $767K | 4.9% | |
| Vanguard Target Ret 2045 | Mutual Funds | — | $638K | $737K | 4.7% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | $591K | $728K | 4.7% | |
| Notes Receivable range from January 2025 through January 2030 | Other securities | — | — | $516K | 3.3% | |
| American Funds Wash Mutl Inv R6 | Mutual Funds | — | $410K | $514K | 3.3% | |
| Vanguard Intm Bond Index Adm | Mutual Funds | — | $468K | $440K | 2.8% | |
| Vanguard Target Ret 2055 | Mutual Funds | — | $303K | $356K | 2.3% | |
| Fidelity Mid Cap Stock | Mutual Funds | — | $297K | $351K | 2.3% | |
| Vanguard Target Ret 2060 | Mutual Funds | — | $282K | $323K | 2.1% | |
| Vanguard Target Ret Inc | Mutual Funds | — | $308K | $314K | 2.0% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | $323K | $296K | 1.9% | |
| Dodge & Cox Fund Class X | Mutual Funds | — | $125K | $127K | 0.8% | |
| Fidelity Overseas | Mutual Funds | — | $94K | $102K | 0.7% | |
| Vanguard Small Cap Index | Mutual Funds | — | $61K | $87K | 0.6% | |
| Blackrock Ishares MSCI EAFE Intl A | Other securities | — | $63K | $67K | 0.4% | |
| Vanguard Target Ret 2065 | Mutual Funds | — | $61K | $64K | 0.4% | |
| Pimco GNMA Inst | Agency / Mortgage-Backed | — | $54K | $51K | 0.3% | |
| American Beacon SM Cap Val R5 | Other securities | — | $53K | $49K | 0.3% | |
| Fidelity Low Priced Stock | Mutual Funds | — | $47K | $43K | 0.3% | |
| American Funds Cap World Bond R6 376 Dimensional Global Real Estate | Mutual Funds | — | $42K | $39K | 0.2% | |
| American Funds Europac Growth R6 | Mutual Funds | — | $27K | $28K | 0.2% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | $20K | $24K | 0.2% | |
| ClearBridge Small Cap Growth A | Other securities | — | $12K | $12K | <0.1% | |
| Vanguard Target Ret 2070 | Mutual Funds | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
