Heather Stewart signed Lectrosonics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lectrosonics, Inc.'s EIN is 85-0212816.
Download the official 2024 Form 5500 (PDF) for Lectrosonics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lectrosonics, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUBUQUE BANK AND TRUST COMPANY | — | DUBUQUE, IA | NONE | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.2M | 23.7% | |
| Insured Investment Account DB&T FDIC Insured Investment Account | Other securities | — | — | $1.8M | 9.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.6M | 8.8% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $1.3M | 7.4% | |
| John Hancock Funds Disc Value Mid Cap R6 | Other securities | — | — | $1.1M | 6.4% | |
| Balanced Funds Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $835K | 4.7% | |
| Baird Mid Cap Growth Equity Portfolio Class k | Other securities | — | — | $819K | 4.6% | |
| Equity Funds MFS Value R6 | Mutual Funds | — | — | $800K | 4.5% | |
| Nuveen Lifecycle Index 2010 | Mutual Funds | — | — | $795K | 4.5% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $552K | 3.1% | |
| Hartford Schroders International Stock Fund Class SDR | Other securities | — | — | $541K | 3.0% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $480K | 2.7% | |
| Vanguard Inflation Protected Securities Admiral | Mutual Funds | — | — | $412K | 2.3% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $398K | 2.2% | |
| Fixed Income Funds Federated Institutional High Yield Bond Fund | Other securities | — | — | $372K | 2.1% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $238K | 1.3% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $216K | 1.2% | |
| Fidelity Advisor Investment Gr Bd Z | Mutual Funds | — | — | $197K | 1.1% | |
| Invesco International Small-Mid Company Fund Class R6 | Mutual Funds | — | — | $162K | 0.9% | |
| TIAA-CREF Real Estate Securities Fund Institutional Class | Mutual Funds | — | — | $158K | 0.9% | |
| Participant loans Maturity dates ranging from January 12,2024 to July | Participant loans | — | $12K | $137K | 0.8% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $130K | 0.7% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $119K | 0.7% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $111K | 0.6% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $70K | 0.4% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $70K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $53K | 0.3% | |
| International Equity Funds JP Morgan Emerging Markets Equity R6 | Other securities | — | — | $48K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund Institutional 210 Commodity Fund Parametric Commodity Strategy | Mutual Funds | — | — | $45K | 0.3% | |
| Participant Directed Fund Participant Directed Brokerage Account | Self-Directed Brokerage | — | — | $20K | 0.1% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $20K | 0.1% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | — | $8K | <0.1% | |
| Receivable | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
