Steven Thomas signed JP Lamborn Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JP Lamborn Co., Inc.'s EIN is 77-0035994.
Download the official 2024 Form 5500 (PDF) for JP Lamborn Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JP Lamborn Co., 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 |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINION WEALTH MANAGEMENT, LLC | 48-1229282 | — | INVESTMENT ADVISORY | $30K |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 18.5% | |
| Vanguard Wellesley Inc Admirial | Mutual Funds | — | — | $1.7M | 14.9% | |
| Nationwide Fixed Selection Option | Other securities | — | — | $1.1M | 9.6% | |
| BlackRock 80/20 Target Allocation Inst | Other securities | — | — | $822K | 7.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $481K | 4.3% | |
| Federated Hermes Inst High Yield | Other securities | — | — | $411K | 3.7% | |
| Participants' Notes Receivable | Other securities | — | — | $396K | 3.5% | |
| Vanguard Total International Stock Index Adml | Mutual Funds | — | — | $391K | 3.5% | |
| TIAA-CREF Life Cycle Index 2030 | Mutual Funds | — | — | $379K | 3.4% | |
| Nationwide Geneva Small Cap Growth Inst Svc | Other securities | — | — | $342K | 3.1% | |
| Sycamore Established Value I | Other securities | — | — | $179K | 1.6% | |
| Artisan Intl Val Inst | Other securities | — | — | $177K | 1.6% | |
| TIAA-CREF Life Cycle Index 2040 | Mutual Funds | — | — | $153K | 1.4% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $143K | 1.3% | |
| TIAA-CREF Life Cycle Index 2045 | Mutual Funds | — | — | $142K | 1.3% | |
| Goldman Sachs GQG Partners International Opportunities | Other securities | — | — | $140K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $136K | 1.2% | |
| Nationwide Loomis All Cap Growth | Other securities | — | — | $132K | 1.2% | |
| State Street Balanced Index Fund Class K | Common Collective Trusts | — | — | $127K | 1.1% | |
| Avantis US Large Cap Val Inst | Other securities | — | — | $126K | 1.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $121K | 1.1% | |
| TIAA-CREF Life Cycle Index 2035 | Mutual Funds | — | — | $116K | 1.0% | |
| TIAA-CREF Life Cycle Index 2055 | Mutual Funds | — | — | $116K | 1.0% | |
| JP Morgan Equity Income | Other securities | — | — | $115K | 1.0% | |
| Avantis Emerging Markets Equity Fund Instl | Other securities | — | — | $111K | 1.0% | |
| PGIM Total Return Bond | Other securities | — | — | $105K | 0.9% | |
| TIAA-CREF Life Cycle Index 2065 | Mutual Funds | — | — | $98K | 0.9% | |
| TIAA-CREF Life Cycle Index 2050 | Mutual Funds | — | — | $96K | 0.9% | |
| TIAA-CREF Life Cycle Index 2060 | Mutual Funds | — | — | $81K | 0.7% | |
| BlackRock High Yield Bond Port K | Other securities | — | — | $74K | 0.7% | |
| Principal Global Real Estate Securities Fund | Other securities | — | — | $66K | 0.6% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $65K | 0.6% | |
| Diamond Hill Mid Cap | Other securities | — | — | $64K | 0.6% | |
| Legal & General Commodity Strategy Fund Instl | Other securities | — | — | $60K | 0.5% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $50K | 0.4% | |
| Principal Mid Cap R6 | Other securities | — | — | $46K | 0.4% | |
| Putnam Large Cap Growth Y | Mutual Funds | — | — | $44K | 0.4% | |
| Vanguard Explorer Admirial | Mutual Funds | — | — | $37K | 0.3% | |
| Avantis US Small Cap Val Inst | Other securities | — | — | $37K | 0.3% | |
| TIAA-CREF Life Cycle Index 2025 | Mutual Funds | — | — | $35K | 0.3% | |
| Ab Global Bond Fund Class Z | Other securities | — | — | $33K | 0.3% | |
| Vanguard Total Stock Market Index Fund Victory | Common Collective Trusts | — | — | $31K | 0.3% | |
| Vanguard Windsor Adml | Mutual Funds | — | — | $31K | 0.3% | |
| BlackRock Total Return K | Other securities | — | — | $26K | 0.2% | |
| Federated Hermes Government Obligations | Other securities | — | — | $19K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $8K | <0.1% | |
| Brown Advisory Sustainable Growth Fund Institutiuonal Shares | Other securities | — | — | $4K | <0.1% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $859 | <0.1% | |
| BlackRock Strategic Income Opportunity | Other securities | — | — | $385 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROUSH INVESTMENTS, LLC | 27-2442764 | FRESNO, CA | INVESTMENT MANAGER | $27K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APS - PENTEGRA | 13-3892096 | CHARLOTTE, NC | TPA | $14K | — |
| PENTEGRA SERVICES INC | 13-3745616 | BLACKLICK, OH | TPA | $5K | — |
