Catherine Garnet signed LAC Acquisition, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LAC Acquisition, LLC's EIN is 83-2007393.
Download the official 2024 Form 5500 (PDF) for LAC Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LAC Acquisition, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | RETAINED BY CLIENT | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Retirement Fund N/A | Mutual Funds | — | — | $5.6M | 30.6% | |
| American Funds 2060 Target Retirement Fund N/A | Mutual Funds | — | — | $4.5M | 24.8% | |
| American Funds 2050 Target Retirement Fund N/A | Mutual Funds | — | — | $4.2M | 22.8% | |
| Fidelity US Bond Index Fund N/A 221 JP Morgan U.S. Government Money Market Fund N/A | Common Collective Trusts | — | — | $738K | 4.0% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $717K | 3.9% | |
| American Funds 2045 Target Retirement Fund N/A | Mutual Funds | — | — | $488K | 2.7% | |
| JP Morgan Equity Income Fund N/A | Other securities | — | — | $315K | 1.7% | |
| COHEN & STEERS US REALTY RS PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 305 | Common Collective Trust | — | — | $297K | 1.6% | |
| American Funds 2035 Target Retirement Fund N/A | Mutual Funds | — | — | $254K | 1.4% | |
| Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $168K | 0.9% | |
| American Century Ultra Fund N/A | Other securities | — | — | $156K | 0.9% | |
| Fidelity Sm Cap Index Fund N/A | Common Collective Trusts | — | — | $155K | 0.8% | |
| Vanguard Total Stock Market Index Fund N/A | Common Collective Trusts | — | — | $151K | 0.8% | |
| American Funds 2025 Target Retirement Fund N/A 438 American Funds 2030 Target Retirement Fund N/A | Mutual Funds | — | — | $133K | 0.7% | |
| American Funds 2040 Target Retirement Fund N/A | Mutual Funds | — | — | $104K | 0.6% | |
| Reliance Trust Co. MetLife Stable Value Fund N/A | Stable Value | — | — | $79K | 0.4% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $79K | 0.4% | |
| Massachusetts Financial Services Mid Cap Growth Fund N/A | Other securities | — | — | $76K | 0.4% | |
| Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $59K | 0.3% | |
| American Funds 2010 Target Retirement Fund N/A | Mutual Funds | — | — | $42K | 0.2% | |
| Allspring Spc Small Cap Value N/A 613 American Century Small Cap Growth Fund N/A | Other securities | — | — | $31K | 0.2% | |
| JP Morgan Core Plus Bond Fund N/A | Other securities | — | — | $8K | <0.1% | |
| Massachusetts Financial Services Intl Diversification Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
