Anna LISA Lombardo signed Lombardo Homes of Michigan LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lombardo Homes of Michigan LLC's EIN is 84-3717877.
Download the official 2024 Form 5500 (PDF) for Lombardo Homes of Michigan LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lombardo Homes of Michigan LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index | Common Collective Trusts | — | — | $4.3M | 17.2% | |
| Mainstay Large Cap Growth R1 | Other securities | — | — | $3.3M | 13.1% | |
| T. Rowe Price Retirement 2040 Trust Class K | Other securities | — | — | $2.1M | 8.2% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.2% | |
| T. Rowe Price Retirement 2035 Trust Class K | Other securities | — | — | $1.6M | 6.3% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.3% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.8% | |
| T. Rowe Price Retirement 2045 Trust Class K | Other securities | — | — | $1.5M | 5.8% | |
| T. Rowe Price Retirement 2050 Trust Class K | Other securities | — | — | $1.2M | 4.9% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| T. Rowe Price Retirement 2055 Trust Class K | Other securities | — | — | $1.2M | 4.7% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| Galliard Stable Return Fund E | Other securities | — | — | $1.0M | 4.0% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $962K | 3.8% | |
| MFS Value Fund CL R3 | Mutual Funds | — | — | $912K | 3.6% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $888K | 3.5% | |
| J.P. Morgan Mid Cap Value L | Other securities | — | — | $820K | 3.2% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $796K | 3.1% | |
| T. Rowe Price Retirement 2030 Trust Class K | Other securities | — | — | $796K | 3.1% | |
| T. Rowe Price QM US Small Cap Growth Equity I | Other securities | — | — | $730K | 2.9% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $695K | 2.7% | |
| Driehaus Emerging Markets Growth Fund Institutional Class | Other securities | — | — | $567K | 2.2% | |
| T. Rowe Price Instl Mid Cap Equity GR | Other securities | — | — | $539K | 2.1% | |
| American Beacon Small Cap Value Inv | Other securities | — | — | $435K | 1.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $387K | 1.5% | |
| MFS International Value R3 | Mutual Funds | — | — | $362K | 1.4% | |
| various maturity dates through 2032 | Other securities | — | — | $214K | 0.8% | |
| T. Rowe Price Retirement 2060 Trust Class K | Other securities | — | — | $205K | 0.8% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $205K | 0.8% | |
| T. Rowe Price Retirement 2020 Trust Class K 316 T. Rowe Price Retirement 2025 Trust Class K | Other securities | — | — | $202K | 0.8% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $202K | 0.8% | |
| T. Rowe Price Retirement 2065 Trust Class K | Other securities | — | — | $163K | 0.6% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $163K | 0.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $63K | 0.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $47K | 0.2% | |
| Principal Diversified Real Asset Instl | Other securities | — | — | $17K | <0.1% | |
| T. Rowe Price Retirement 2005 Trust Class K | Other securities | — | — | $13K | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2010 Trust Class K | Other securities | — | — | $9K | <0.1% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2015 Trust Class K | Other securities | — | — | $4K | <0.1% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $316 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
