LORD AECK Sargent Planning and Design, Inc.'s EIN is 87-1174150.
Download the official 2024 Form 5500 (PDF) for LORD AECK Sargent Planning and Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LORD AECK Sargent Planning and Design, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2020 Inst Prem | Mutual Funds | — | — | $3.1M | 22.0% | |
| Fidelity Freedom Index 2050 Inst Prem | Mutual Funds | — | — | $1.6M | 10.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 10.1% | |
| Fidelity Freedom Index 2035 Inst Prem | Mutual Funds | — | — | $1.4M | 9.7% | |
| Fidelity Freedom Index 2045 Inst Prem | Mutual Funds | — | — | $1.3M | 9.3% | |
| Fidelity Freedom Index 2040 Inst Prem | Mutual Funds | — | — | $940K | 6.6% | |
| Fidelity Freedom Index 2055 Inst Prem | Mutual Funds | — | — | $589K | 4.1% | |
| Fidelity Freedom Index 2025 Inst Prem | Mutual Funds | — | — | $390K | 2.7% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $381K | 2.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $359K | 2.5% | |
| Blackrock Mid Cap Growth Equity K | Other securities | — | — | $342K | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $294K | 2.1% | |
| T Rowe Price Large Cap Growth I | Mutual Funds | — | — | $239K | 1.7% | |
| Fidelity Freedom Index 2060 Inst Prem | Mutual Funds | — | — | $232K | 1.6% | |
| Fidelity Freedom Index 2030 Inst Prem | Mutual Funds | — | — | $203K | 1.4% | |
| Fidelity Intl Sustainability Index | Mutual Funds | — | — | $171K | 1.2% | |
| Fidelity Freedom Index 2065 Inst Prem | Mutual Funds | — | — | $142K | 1.0% | |
| Empower Annuity Insurance Company Fixed Account | Common Stocks | — | — | $140K | 1.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $131K | 0.9% | |
| Invesco Core Bond R6 | Mutual Funds | — | — | $118K | 0.8% | |
| Blackrock Sustainable Adv Lrg Cap Core K | Other securities | — | — | $117K | 0.8% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $92K | 0.6% | |
| JP Morgan U.S Value R6 | Other securities | — | — | $90K | 0.6% | |
| PGIM High-Yield R6 | Other securities | — | — | $75K | 0.5% | |
| Participants Notes receivable with variable maturities | Other securities | — | — | $72K | 0.5% | |
| American Century Small Cap Value R6 | Other securities | — | — | $64K | 0.4% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $56K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $43K | 0.3% | |
| PGIM US Real Estate R6 | Other securities | — | — | $41K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Advisor International Cap App Z | Mutual Funds | — | — | $29K | 0.2% | |
| Clear Bridge Small Cap Growth IS | Other securities | — | — | $22K | 0.2% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2015 Inst Prem | Mutual Funds | — | — | $9K | <0.1% | |
| Calvert Small Cap R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
