Corey Martin signed Lindamood-Bell Learning Processes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lindamood-Bell Learning Processes' EIN is 77-0140920.
Download the official 2024 Form 5500 (PDF) for Lindamood-Bell Learning Processes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lindamood-Bell Learning Processes' 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $7K | — |
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 Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $3.9M | 21.9% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.7M | 9.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $1.6M | 8.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $1.2M | 6.7% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 6.4% | |
| Vanguard Target Retirement 2070 Fund Mutual fund ** 217 Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $931K | 5.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $902K | 5.1% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $864K | 4.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $633K | 3.6% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $631K | 3.6% | |
| JPMorgan Equity Income R6 Mutual fund | Other securities | — | — | $585K | 3.3% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $534K | 3.0% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR COLLECTIVE INVESTMENT TRUST · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $476K | 2.7% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $436K | 2.5% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $398K | 2.2% | |
| MFS MID CAP VALUE FUND CLASS CT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $267K | 1.5% | |
| Federated Hermes Instl Hiyd Bd R6 Mutual fund | Other securities | — | — | $211K | 1.2% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $180K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $148K | 0.8% | |
| (CL) Artisan International Value Instl Mutual fund | Other securities | — | — | $138K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $134K | 0.8% | |
| Participant loans Interest rates - 5.25% - 10.50% - 0 - | Bonds / Notes | — | — | $124K | 0.7% | |
| FIAM CORE PLUS COMMINGLED POOL I FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $114K | 0.6% | |
| COHEN & STEERS U.S. REALTY FUND CT COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $100K | 0.6% | |
| MASSMUTUAL SMALL CAP GROWTH EQUITY GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $98K | 0.6% | |
| PIMCO Diversified Income Instl Mutual fund | Mutual Funds | — | — | $86K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $76K | 0.4% | |
| (CL) MFS New Discovery Value R6 Mutual fund | Mutual Funds | — | — | $54K | 0.3% | |
| MFS MID CAP GROWTH FUND CLASS CT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $42K | 0.2% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $29K | 0.2% | |
| BNYM INSIGHT STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
