Preetha P. Thomas signed LEP PSB Midco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LEP PSB Midco LLC's EIN is 88-0776329.
Download the official 2024 Form 5500 (PDF) for LEP PSB Midco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LEP PSB Midco LLC's plan includes a default investment (QDIA), automatic enrollment, a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $3.2M | 20.3% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $2.2M | 13.7% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $2.2M | 13.5% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $2.0M | 12.8% | |
| American Funds 2045 T Date R6 Registered Investment Company | Mutual Funds | — | — | $1.9M | 11.7% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $754K | 4.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $733K | 4.6% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $640K | 4.0% | |
| (Held at End of Year) UNLIMITED TECHNOLOGY 401(K) PLAN EIN#88-0776329 Plan# 001 JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $539K | 3.4% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $539K | 3.4% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | Common Stocks | — | — | $242K | 1.5% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $215K | 1.3% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $166K | 1.0% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $304 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $163K | 1.0% | |
| Notes receivable from participants Varying interest rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $163K | 1.0% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $133K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $128K | 0.8% | |
| Voya Guaranteed Investment Account - | Other securities | — | — | $95K | 0.6% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $88K | 0.6% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $73K | 0.5% | |
| DFA Inflation-Prot Securities Port Inst ** 300 PIMCO Income Fund Inst | Mutual Funds | — | — | $66K | 0.4% | |
| Amer Cent Mid Cap Value Fund R6 | Other securities | — | — | $65K | 0.4% | |
| Fidelity Small Cap Indec Fund | Mutual Funds | — | — | $63K | 0.4% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $63K | 0.4% | |
| PIMCO Intl Bond Fund (US Dlr-Hdg) I ** 291 Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $62K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $62K | 0.4% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $55K | 0.3% | |
| Fidelity Rl Est Ind Fd Registered Investment Company | Mutual Funds | — | — | $55K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $55K | 0.3% | |
| PIMCO Total Return Fund Inst | Mutual Funds | — | — | $53K | 0.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $30K | 0.2% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Fideity Adv Divrsd Intl Fund Z | Mutual Funds | — | — | $19K | 0.1% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company $300 DFA Intl Small Cap Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
