Roger Lee signed Lohmiller and Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lohmiller and Company's EIN is 84-1153193.
Download the official 2024 Form 5500 (PDF) for Lohmiller and Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lohmiller and Company's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $129K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
