Laurance HOWE signed LUHR Crosby, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LUHR Crosby, LLC's EIN is 87-1392081.
Download the official 2024 Form 5500 (PDF) for LUHR Crosby, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LUHR Crosby, LLC's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANDLER ASSET MANAGEMENT | — | SAN DIEGO, CA | NONE | $24K | — |
| ADELANTE CAPITAL MANAGEMENT | — | ALAMEDA, CA | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS PRIVATE CLIENT |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SPRINGFIELD, MO |
| NONE |
| $69K |
| — |
| COLUMBIA MANAGEMENT INVESTMENT | — | BOSTON, MA | NONE | $30K | — |
| CIBC | — | CHICAGO, IL | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Growth Index Exchange Traded Fund | Common Collective Trusts | — | $1.8M | $5.3M | 13.2% | |
| iShares Core S&P Mid-Cap Exchange Traded Fund | Other securities | — | $1.3M | $2.6M | 6.4% | |
| Parametric Volatil Risk Prm-Defensv Insl Mutual Fund | Other securities | — | $1.7M | $2.0M | 5.0% | |
| Vanguard FTSE All-World ex-US Exchange Traded Fund | Mutual Funds | — | $953K | $988K | 2.4% | |
| PIMCO All Asset Instl Mutual Fund | Mutual Funds | — | $881K | $766K | 1.9% | |
| Charles Schwab Cash | Mutual Funds | — | $713K | $713K | 1.8% | |
| Vanguard Global Minimum Volatility Admr Mutual Fund | Mutual Funds | — | $624K | $686K | 1.7% | |
| Regions Bank Cash | Cash / Money Market | — | $538K | $538K | 1.3% | |
| Verizon Communications Common Stock | Common Stocks | — | $326K | $280K | 0.7% | |
| Tennessee Valley Auth U.S. Government Security 02/01/27 2.875% | Bonds / Notes | — | $280K | $270K | 0.7% | |
| Alphabet Inc Cap Stkcl A Common Stock | Common Stocks | — | $146K | $261K | 0.6% | |
| US Treasury U.S. Government Security 02/06/25 4.881% | U.S. Treasuries | — | $259K | $259K | 0.6% | |
| US Treasury U.S. Government Security 03/06/25 4.551% | U.S. Treasuries | — | $248K | $248K | 0.6% | |
| Federal Home Loan Banks U.S. Government Security 03/12/27 2.875% | Bonds / Notes | — | $244K | $245K | 0.6% | |
| Anthem Corporate Debt Instrument 12/01/27 3.650% | Bonds / Notes | — | $259K | $243K | 0.6% | |
| Federal Home Loan Banks U.S. Government Security 09/10/27 2.625% | Bonds / Notes | — | $249K | $241K | 0.6% | |
| Federal Home Loan Banks U.S. Government Security 03/09/29 2.875% | Bonds / Notes | — | $249K | $237K | 0.6% | |
| Lowe's Companies Inc. Common Stock | Common Stocks | — | $69K | $217K | 0.5% | |
| Boeing Co Common Stock | Common Stocks | — | $217K | $216K | 0.5% | |
| Bank of America Corporation Common Stock | Common Stocks | — | $105K | $215K | 0.5% | |
| JPMorgan Chase & Co Common Stock | Common Stocks | — | $69K | $213K | 0.5% | |
| Cisco Systems Inc Common Stock | Common Stocks | — | $155K | $209K | 0.5% | |
| Citigroup Inc Common Stock | Common Stocks | — | $119K | $204K | 0.5% | |
| EPAM Systems Inc Common Stock | Common Stocks | — | $173K | $203K | 0.5% | |
| Kroger Co Corporate Debt Instrument 01/15/29 4.500% | Bonds / Notes | — | $205K | $201K | 0.5% | |
| Chubb INA Holdings Inc Corporate Debt Instrument 03/15/25 3.150% | Bonds / Notes | — | $195K | $201K | 0.5% | |
| T-Mobile USA Corporate Debt Instrument 07/15/33 5.050% | Bonds / Notes | — | $197K | $200K | 0.5% | |
| Applied Materials Inc Common Stock | Common Stocks | — | $163K | $200K | 0.5% | |
| Federal Home Loan Banks U.S. Government Security 06/13/25 0.375% | Bonds / Notes | — | $201K | $199K | 0.5% | |
| Valero Energy Corp New Corporate Debt Instrument 09/15/26 3.400% | Bonds / Notes | — | $197K | $198K | 0.5% | |
| JPMorgan Chase & Co Corporate Debt Instrument 04/23/29 4.005% | Bonds / Notes | — | $196K | $195K | 0.5% | |
| U S Bancorp Mtns Bk Ent Corporate Debt Instrument 04/27/27 3.150% | Bonds / Notes | — | $189K | $195K | 0.5% | |
| PG&E Corp Common Stock | Common Stocks | — | $100K | $193K | 0.5% | |
| Federal National Mortgage Association U.S. Government Security 09/24/26 1.875% | Bonds / Notes | — | $183K | $193K | 0.5% | |
| Crown Castle Corporate Debt Instrument 07/15/26 1.050% | Bonds / Notes | — | $194K | $190K | 0.5% | |
| MetLife Inc Common Stock | Common Stocks | — | $93K | $190K | 0.5% | |
| TD Corporate Debt Instrument 09/10/31 2.000% | Bonds / Notes | — | $224K | $188K | 0.5% | |
| Oracle Corporate Debt Instrument 03/25/28 2.300% | Bonds / Notes | — | $205K | $186K | 0.5% | |
| CVS Health Corporate Debt Instrument 08/15/29 3.250% | Bonds / Notes | — | $225K | $184K | 0.5% | |
| AES Corp Common Stock | Common Stocks | — | $212K | $183K | 0.5% | |
| Citigroup Inc Corporate Debt Instrument 03/17/33 3.785% | Bonds / Notes | — | $180K | $182K | 0.5% | |
| Norfolk Southern Corporate Debt Instrument 11/01/29 2.550% | Bonds / Notes | — | $206K | $181K | 0.4% | |
| Corning Inc Common Stock | Common Stocks | — | $93K | $180K | 0.4% | |
| US Treasury U.S. Government Security 08/15/29 1.625% | U.S. Treasuries | — | $210K | $179K | 0.4% | |
| Wells Fargo & Co Corporate Debt Instrument 03/02/33 3.350% | Bonds / Notes | — | $176K | $177K | 0.4% | |
| Simon Ppty Group Lp Corporate Debt Instrument 01/15/26 3.300% | Bonds / Notes | — | $168K | $175K | 0.4% | |
| Fannie Mae U.S. Government Security 11/07/25 0.500% | Agency / Mortgage-Backed | — | $179K | $174K | 0.4% | |
| Bristol-Myers Squibb Company Common Stock | Common Stocks | — | $127K | $173K | 0.4% | |
| American Tower Corporate Debt Instrument 06/15/30 2.100% | Bonds / Notes | — | $201K | $172K | 0.4% | |
| Caterpillar Inc Common Stock | Common Stocks | — | $120K | $168K | 0.4% |
