Frederick Miller signed LMI Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LMI Consulting LLC's EIN is 84-4249629.
Download the official 2024 Form 5500 (PDF) for LMI Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LMI Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282438 | — | INVESTMENT ADVISOR | $70K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD FTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $41.8M | 9.3% | |
| VANGUARD FTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $37.4M | 8.3% | |
| Vanguard GRTH INDEX INST | Mutual Funds | — | — | $36.7M | 8.2% | |
| Vanguard INST INDEX | Mutual Funds | — | — | $31.7M | 7.1% | |
| VANGUARD FTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $27.2M | 6.1% | |
| VANGUARD FTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.0M | 5.8% | |
| VANGUARD FTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.3M | 4.5% | |
| VANGUARD FTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.8M | 4.4% | |
| VANGUARD FTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.6M | 4.4% | |
| VANGUARD FTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $18.3M | 4.1% | |
| CREF Registered Investments * CREF Stock | Mutual Funds | — | — | $15.2M | 3.4% | |
| Vanguard TOT INTL STK IS | Mutual Funds | — | — | $15.2M | 3.4% | |
| Vanguard VAL INDEX INST | Mutual Funds | — | — | $14.1M | 3.1% | |
| VANGUARD FTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.7M | 2.4% | |
| Vanguard VMMR-FED MMKT | Mutual Funds | — | — | $10.6M | 2.4% | |
| Vanguard TOT BD MKT INST | Mutual Funds | — | — | $7.3M | 1.6% | |
| Vanguard MDCPVAL IDX ADM | Common Collective Trusts | — | — | $7.0M | 1.6% | |
| Vanguard MDCPGR IDX ADM | Common Collective Trusts | — | — | $6.7M | 1.5% | |
| Vanguard MIDCAP IDX INST | Common Collective Trusts | — | — | $6.5M | 1.5% | |
| VANGUARD FTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.3% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Services LLC Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $5.8M | 1.3% | |
| CREF Growth | Mutual Funds | — | — | $5.7M | 1.3% | |
| Vanguard SM CAP IDX INST | Common Collective Trusts | — | — | $5.6M | 1.2% | |
| Vanguard SMCPVL IDX ADM | Common Collective Trusts | — | — | $5.5M | 1.2% | |
| Vanguard SM GR IDX INST | Common Collective Trusts | — | — | $5.3M | 1.2% | |
| Vanguard INTM BD IDX ADM | Common Collective Trusts | — | — | $5.3M | 1.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $4.5M | 1.0% | |
| Vanguard BAL INDEX ADM | Mutual Funds | — | — | $4.2M | 0.9% | |
| Vanguard REAL EST IDX IS | Common Collective Trusts | — | — | $4.0M | 0.9% | |
| participant accounts | Other securities | — | — | $3.5M | 0.8% | |
| CREF Global Equities | Mutual Funds | — | — | $2.8M | 0.6% | |
| VANGUARD FTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 0.3% | |
| CREF Core Bond | Mutual Funds | — | — | $1.1M | 0.2% | |
| CREF Money Market | Mutual Funds | — | — | $760K | 0.2% | |
| CREF Social Choice | Mutual Funds | — | — | $603K | 0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $365K | <0.1% | |
| VANGUARD FTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $167K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $55K |
| — |
