Yadira Huerta signed LGC Employeeco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LGC Employeeco, LLC's EIN is 84-3636833.
Download the official 2024 Form 5500 (PDF) for LGC Employeeco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LGC Employeeco, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Mutual Funds | — | — | $5.6M | 14.0% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $4.5M | 11.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 10.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $3.4M | 8.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.0M | 7.5% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.6M | 6.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.8M | 4.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.2M | 3.1% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $1.2M | 3.0% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $776K | 1.9% | |
| JPMorgan Value Advantage Fund | Other securities | — | — | $723K | 1.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $650K | 1.6% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $648K | 1.6% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $627K | 1.6% | |
| Fidelity Total Bond | Mutual Funds | — | — | $427K | 1.1% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $407K | 1.0% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $404K | 1.0% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $351K | 0.9% | |
| Alliance Bernstein Small Cap Growth Portfolio | Other securities | — | — | $344K | 0.9% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $219K | 0.5% | |
| Calamos International Growth Fund | Other securities | — | — | $186K | 0.5% | |
| Royal Bank of Canada Emerging Markets Equity Fund | Other securities | — | — | $184K | 0.5% | |
| Western Asset Intermediate Bond Fund | Other securities | — | — | $139K | 0.3% | |
| PGIM High Yield Fund | Other securities | — | — | $137K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $136K | 0.3% | |
| Fidelity BrokerageLink | Mutual Funds | — | — | $52K | 0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
