Steven Lavalley signed HGL-LBM Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HGL-LBM Holdings LLC's EIN is 82-3866292.
Download the official 2024 Form 5500 (PDF) for HGL-LBM Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HGL-LBM Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | — | RECORDKEEPER | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $43K | — |
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 | — | — | $43.9M | 75.5% | |
| [Assets held in pooled separate account] | Other | — | — | $6.6M | 11.3% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $6.6M | 11.3% | |
| [Assets held in participant loans] | Other | — | — | $232K | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK NA DBA TPA EXPERTS | — | NEW GLOUCESTER, ME | CONTRACT ADMIN | $5K | — |
