Lee Aaronson signed Lacks Valley Stores, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lacks Valley Stores, Ltd.'s EIN is 74-2730084.
Download the official 2024 Form 5500 (PDF) for Lacks Valley Stores, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lacks Valley Stores, Ltd.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS AND COMPANY | 43-0538770 | MCALLEN, TX | INVESTMENT ADVISOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | HOUSTON, TX | TPA | $68K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURTON MCCUMBER & LONGORIA | — | BROWNSVILLE, TX | AUDITOR | $84K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash and Cash Equivalents BIF Money Market Fund | Cash / Money Market | — | $150K | $150K | 2.8% | |
| US Treasury Bond 2.250% 05/15/41 | U.S. Treasuries | — | $61K | $54K | 1.0% | |
| FNMA PMA5072 5.500% 07/01/53 | Agency / Mortgage-Backed | — | $54K | $54K | 1.0% | |
| NVIDIA 397 Shares | Other securities | — | $19K | $53K | 1.0% | |
| Amazon COM Inc. 212 Shares | Common Stocks | — | $32K | $47K | 0.9% | |
| US Treasury Note 4.000% 02/28/30 | U.S. Treasuries | — | $43K | $42K | 0.8% | |
| Microsoft Corp 96 Shares | Common Stocks | — | $35K | $40K | 0.8% | |
| American Intern Group Inc. 507 Shares | Common Stocks | — | $19K | $37K | 0.7% | |
| Meta Platforms Inc 63 Shares | Common Stocks | — | $24K | $37K | 0.7% | |
| US Treasury Bond 3.625% 02/15/53 | U.S. Treasuries | — | $38K | $36K | 0.7% | |
| FNMA FM1420 3.500% 12/01/47 | Agency / Mortgage-Backed | — | $44K | $34K | 0.6% | |
| FNMA BM1959 3.500% 10/01/47 | Agency / Mortgage-Backed | — | $34K | $33K | 0.6% | |
| FHLMC RA9270 5.500% 06/01/53 | Agency / Mortgage-Backed | — | $31K | $30K | 0.6% | |
| Conocophillips 306 Shares | Other securities | — | $31K | $30K | 0.6% | |
| FNMA PFM1420 3.500% 12/01/47 | Agency / Mortgage-Backed | — | $40K | $30K | 0.6% | |
| Apple 120 Shares | Other securities | — | $24K | $30K | 0.6% | |
| FNMA FS1891 4.000% 01/01/50 | Agency / Mortgage-Backed | — | $30K | $29K | 0.5% | |
| Berkshire Hathaway 65 Shares | Other securities | — | $26K | $29K | 0.5% | |
| Bank of America Corp 669 Shares | Common Stocks | — | $20K | $29K | 0.5% | |
| Abbbot Laboratories 254 Shares | Other securities | — | $22K | $29K | 0.5% | |
| US Treasury Bond 3.125% 05/15/48 | U.S. Treasuries | — | $32K | $28K | 0.5% | |
| VISA Inc. CL A SHRS 87 Shares | Common Stocks | — | $23K | $27K | 0.5% | |
| US Treasury Bond 1.875% 02/15/51 | U.S. Treasuries | — | $40K | $27K | 0.5% | |
| Texas Instruments 137 Shares | Other securities | — | $24K | $26K | 0.5% | |
| US Treasury Bond 3.500% 02/15/39 | U.S. Treasuries | — | $28K | $25K | 0.5% | |
| Microsoft Corp 58 Shares | Common Stocks | — | $16K | $24K | 0.5% | |
| General Motors 452 Shares | Other securities | — | $17K | $24K | 0.4% | |
| FNMA FS3698 5.500% 11/01/52 | Agency / Mortgage-Backed | — | $24K | $24K | 0.4% | |
| California ST Various 7.550% 04/01/39 | Bonds / Notes | — | $31K | $24K | 0.4% | |
| FNMA PCA4182 4.500% 09/01/49 | Agency / Mortgage-Backed | — | $33K | $23K | 0.4% | |
| FNMA FM3229 3.500% 02/01/47 | Agency / Mortgage-Backed | — | $25K | $23K | 0.4% | |
| US Treasury Bond 3.625% 02/15/53 | U.S. Treasuries | — | $24K | $23K | 0.4% | |
| FHLMC G67713 4.000% 06/01/48 | Agency / Mortgage-Backed | — | $24K | $23K | 0.4% | |
| FHLMC RA9270 4.500% 09/01/51 | Agency / Mortgage-Backed | — | $23K | $22K | 0.4% | |
| FNMA CA8645 4.000% 01/01/51 | Agency / Mortgage-Backed | — | $24K | $22K | 0.4% | |
| Broadcom Inc. 95 Shares | Common Stocks | — | $7K | $22K | 0.4% | |
| FHLMC SB8511 2.000% 05/01/36 | Agency / Mortgage-Backed | — | $22K | $22K | 0.4% | |
| FHLMC SD7563 4.500% 05/01/53 | Agency / Mortgage-Backed | — | $21K | $21K | 0.4% | |
| SYSCO CORP 278 Shares | Common Stocks | — | $22K | $21K | 0.4% | |
| Netflix Inc 23 Shares | Common Stocks | — | $11K | $21K | 0.4% | |
| FNMA FM3229 3.500% 02/01/47 | Agency / Mortgage-Backed | — | $22K | $20K | 0.4% | |
| Sempra Energy 229 Shares | Other securities | — | $17K | $20K | 0.4% | |
| Carmax Inc 244 Shares | Common Stocks | — | $16K | $20K | 0.4% | |
| FHLMC SD2355 4.500% 12/01/52 | Agency / Mortgage-Backed | — | $20K | $20K | 0.4% | |
| US Treasury Bond 3.875% 02/15/43 | U.S. Treasuries | — | $21K | $19K | 0.4% | |
| JPMORGAN Chase & Co 81 Shares | Common Stocks | — | $11K | $19K | 0.4% | |
| FHLMC PRA1193 4.000% 08/01/49 | Agency / Mortgage-Backed | — | $29K | $19K | 0.4% | |
| FNMA FS3312 2.000% 03/01/37 | Agency / Mortgage-Backed | — | $19K | $19K | 0.4% | |
| US Treasury Note 3.500% 02/15/33 | U.S. Treasuries | — | $18K | $19K | 0.3% | |
| Williams Cos Inc. 341 Shares | Common Stocks | — | $10K | $18K | 0.3% |
