IAN McDonald signed LHM ADM Ben, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LHM ADM Ben, Inc.'s EIN is 87-0325010.
Download the official 2024 Form 5500 (PDF) for LHM ADM Ben, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LHM ADM Ben, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $218K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISORY | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| 47-1411118 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP-DEPT 0922 | 13-5565207 | — | ACCOUNTANT | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $21.6M | 16.9% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $18.3M | 14.3% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $16.6M | 13.0% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $14.9M | 11.6% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $13.8M | 10.7% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $9.1M | 7.1% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $7.2M | 5.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 3.9% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $3.3M | 2.6% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $3.1M | 2.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.1M | 1.7% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.8M | 1.4% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 1.4% | |
| Participant Loans secured by participants vested accrued benefit. | Participant loans | — | — | $1.3M | 1.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.1M | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $916K | 0.7% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $867K | 0.7% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $834K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $751K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $740K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $633K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $509K | 0.4% | |
| Eagle Asset Management Eagle Mid Cap Growth CIT Class 4 | Common Collective Trusts | — | — | $320K | 0.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $292K | 0.2% | |
| EuroPacific Growth Fund | Other securities | — | — | $279K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $261K | 0.2% | |
| Janus Investment Fund Janus Henderson Triton Fund | Mutual Funds | — | — | $214K | 0.2% | |
| New World Fund Inc. | Common Stocks | — | — | $198K | 0.2% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $128K | <0.1% | |
| Washington Mutual Investors Fund | Other securities | — | — | $116K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $115K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $31K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | Mutual Funds | — | — | $2K | <0.1% | |
| EAGLE MID CAP GROWTH CIT CL 4 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
