Phillip Valentine signed Louisiana Sugar Refining, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Louisiana Sugar Refining, LLC's EIN is 80-0489077.
Download the official 2024 Form 5500 (PDF) for Louisiana Sugar Refining, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Louisiana Sugar Refining, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS,L | 13-3689044 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESMENT PLANNING INC | 23-1702591 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $15.4M | 94.6% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $2.0M | 12.1% | |
| AMERICAN FUNDS TRGT DATE RET 2030 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $1.6M | 9.8% | |
| VANGUARD 500 INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $1.5M | 9.2% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $995K | 6.1% | |
| LOAN FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $863K | 5.3% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $837K | 5.1% | |
| LARGE CAP GROWTH IV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $813K | 5.0% | |
| PIONEER BOND Y TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $566K | 3.5% | |
| AMERICAN FUNDS TRGT DATE RET 2035 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $564K | 3.5% | |
| COLUMBIA DIVIDEND INCOME INSTL3 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $522K | 3.2% | |
| VANGUARD DVLP MRKTS INDX ADMRL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $506K | 3.1% | |
| AB LARGE CAP GROWTH I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $471K | 2.9% | |
| MFS INTERNATIONAL GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $395K | 2.4% | |
| PIMCO INCOME INSTL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $386K | 2.4% | |
| AMERICAN FUNDS TRGT DATE RET 2060 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $369K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $350K | 2.2% | |
| AB SMALL CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $350K | 2.1% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $327K | 2.0% | |
| AMERICAN CENTURY MID CAP VALUE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $318K | 2.0% | |
| DFA REAL ESTATE SECURITIES I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $286K | 1.8% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $259K | 1.6% | |
| AB RELATIVE VALUE I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $248K | 1.5% | |
| AM FUNDS NEW WORLD R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $225K | 1.4% | |
| VANGUARD MID CAP INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $218K | 1.3% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $175K | 1.1% | |
| AM FUNDS 2065 TARGET RETIREMENT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $166K | 1.0% | |
| DFA US TARGETED VALUE I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $161K | 1.0% | |
| JP MORGAN MID CAP GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $160K | 1.0% | |
| AB GLOBAL BOND I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $154K | 0.9% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $144K | 0.9% | |
| NUVEEN INFLATION-LINKED BOND I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $86K | 0.5% | |
| AMERICAN FUNDS TRGT DATE RET 2010 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $28K | 0.2% |
| LEAFHOUSE FINANCIAL ADVISORS LLC |
| 26-4311657 |
| — |
| INVESTMENT ADVISORY |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMA SERVICES, INC | 15-0868034 | — | THIRD PARTY ADMINISTRATO | $4K | — |
