Lighting Retrofit International,LLC's EIN is 80-0501760.
Download the official 2024 Form 5500 (PDF) for Lighting Retrofit International,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lighting Retrofit International,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 14.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 12.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 11.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 10.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $811K | 7.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $611K | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $609K | 5.4% | |
| Principal Trust Company Fixed Income Guaranteed Option | Common Stocks | — | — | $515K | 4.5% | |
| Principal Global Investors LargeCap S&P 500 Index Institutional Fund | Common Collective Trusts | — | — | $494K | 4.3% | |
| Principal Global Investors LargeCap Growth I R6 Fund | Other securities | — | — | $482K | 4.2% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $431K | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $349K | 3.1% | |
| Principal Global Investors MidCap S&P 400 Index R6 Fund | Other securities | — | — | $224K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $204K | 1.8% | |
| Capital Research and Management Company New World Fund Inc | Common Stocks | — | — | $155K | 1.4% | |
| MFS Investment Management Blended Research Core Equity R6 Fund | Mutual Funds | — | — | $118K | 1.0% | |
| Principal Global Investors Equity Income Institutional Fund | Other securities | — | — | $111K | 1.0% | |
| MFS Investment Management International Intrinsic Value R6 Fund | Mutual Funds | — | — | $96K | 0.8% | |
| Delaware Investments Small Cap Value R6 Fund | Other securities | — | — | $85K | 0.7% | |
| PIMCO Funds Real Return Institutional Fund | Mutual Funds | — | — | $70K | 0.6% | |
| PIMCO Funds Com Real Ret Strat Instit. Fund | Mutual Funds | — | — | $66K | 0.6% | |
| DWS RREEF RE Sec R6 Fund | Other securities | — | — | $52K | 0.5% | |
| The American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $52K | 0.5% | |
| Principal Global Investors SmallCap S&P 600 Index R6 Fund | Other securities | — | — | $50K | 0.4% | |
| Principal Trust Company Lifetime Hybrid Income Fund | Common Stocks | — | — | $44K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $44K | 0.4% | |
| BlackRock Advisors Equity Dividend K Fund | Other securities | — | — | $37K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $26K | 0.2% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Management and Research Company Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| PIMCO Funds Total Return Institutional Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Principal Global Investors International Equity Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Virtus Investment Advisers, Inc. Virtus KAR Small-Cap Growth Fund 726 Victory Capital Management Sycamore Established Value R6 Fund | Common Stocks | — | — | $8K | <0.1% | |
| T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price US Equity Research Fund Inc | Common Stocks | — | — | $3K | <0.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY PART | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | THIRD PARTY ADMINISTRATO | $15K | — |
