Lucas Melott signed Pecan Deluxe Candy Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pecan Deluxe Candy Company's EIN is 75-1052071.
Download the official 2024 Form 5500 (PDF) for Pecan Deluxe Candy Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pecan Deluxe Candy Company'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $6.2M | 34.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.3M | 13.3% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $971K | 5.5% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $947K | 5.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $685K | 3.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $641K | 3.6% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $562K | 3.2% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $541K | 3.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $507K | 2.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $453K | 2.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $408K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $355K | 2.0% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $317K | 1.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $234K | 1.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $215K | 1.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $185K | 1.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $147K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $141K | 0.8% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $136K | 0.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $128K | 0.7% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $79K | 0.4% | |
| NUVEEN SMALL CAP VALUE FUND R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $28K | 0.2% | |
| THE HARTFORD MIDCAP FUND - R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $7K | <0.1% | |
| DWS ENHANCED COMMODITY ST | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $56K |
| — |
