ZACK Rediske signed US LBM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US LBM, LLC's EIN is 88-3219071.
Download the official 2024 Form 5500 (PDF) for US LBM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US LBM, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $978K | — |
| RETIREMENT MANAGEMENT SERVICES, LLC | 31-1560462 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv 1,959,528 | Mutual Funds | — | — | $74.2M | 12.0% | |
| Vanguard Target Retirement 2035 Inv 3,053,292 | Mutual Funds | — | — | $73.2M | 11.8% | |
| Vanguard Target Retirement 2040 Inv 1,353,472 | Mutual Funds | — | — | $58.5M | 9.4% | |
| Vanguard Target Retirement 2025 Inv 3,075,796 | Mutual Funds | — | — | $57.5M | 9.3% | |
| Vanguard Target Retirement 2045 Inv 1,622,349 | Mutual Funds | — | — | $48.1M | 7.8% | |
| Northern Trust S&P 500 Index NL Tier 4 122,725 | Common Collective Trusts | — | — | $33.1M | 5.3% | |
| NOR TRST S&P500 IND NL T FR NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $33.1M | 5.3% | |
| Vanguard Target Retirement 2050 Inv 617,290 | Mutual Funds | — | — | $30.8M | 5.0% | |
| NOR TRUST RUSSELL 1000 GRO NORTHERN TRUST · EIN 45-6138589 / PN 109 | Common Collective Trust | — | — | $30.8M | 5.0% | |
| Northern Trust Extended Market Index NL Tier 4 110,553 | Other securities | — | — | $22.0M | 3.5% | |
| NOR TRUST EXT MKT IND NL TI FR NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $22.0M | 3.5% | |
| Vanguard Target Retirement 2055 Inv 390,078 | Mutual Funds | — | — | $21.7M | 3.5% | |
| Vanguard Target Retirement 2020 Inv 739,746 | Mutual Funds | — | — | $19.6M | 3.2% | |
| Transamerica Stable Value Beacon Option 1,532,835 | Stable Value | — | — | $17.6M | 2.8% | |
| NOR TRUST RUSSELL 1000 VAL NORTHERN TRUST · EIN 45-6138589 / PN 108 | Common Collective Trust | — | — | $17.4M | 2.8% | |
| NOHERN TR ACWI EX-US IMI IDX NL T NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $15.9M | 2.6% | |
| FIAM CORE PLUS COMMINGLED POOL C FIDELITY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $14.9M | 2.4% | |
| Vanguard Target Retirement 2060 Inv 260,841 | Mutual Funds | — | — | $13.4M | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.00-9.50%, with maturities through September 2054 0 | Bonds / Notes | — | — | $12.1M | 1.9% | |
| Northern Trust Aggregate Bond Index NL Tier 4 105,008 | Other securities | — | — | $11.3M | 1.8% | |
| NOR TRUST AGG BOND IN NL T F NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $11.3M | 1.8% | |
| Vanguard Target Retirement Income Inv 673,279 | Mutual Funds | — | — | $8.8M | 1.4% | |
| Vanguard Target Retirement 2065 Inv 189,708 | Mutual Funds | — | — | $6.4M | 1.0% | |
| MassMutual Small Cap Growth Equity CT 606,564 | Other securities | — | — | $5.7M | 0.9% | |
| MFS MID CAP VAL CLASS CT MFS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $5.6M | 0.9% | |
| REGISTERED INVESTMENT COMPANIES JPMorgan Large Cap Growth R6 46,542 | Other securities | — | — | $3.9M | 0.6% | |
| Vanguard Target Retirement 2070 Inv 37,161 | Mutual Funds | — | — | $991K | 0.2% | |
| MFS MID CAP GRO CLASS CT MFS · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $802K | 0.1% | |
| Principal SmallCap Value II Instl 27,053 | Other securities | — | — | $311K | <0.1% | |
| MFS VALUE CLASS CT MFS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $276K | <0.1% | |
| Wilmington Trust EuroPacific Growth CT 15,069 | Other securities | — | — | $183K | <0.1% | |
| WILMINGTON TRUST EUROPAC GRO CT WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $183K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | INVESTMENT ADVISORY-PLAN | $74K | — |
| ENVESTNET RETIREMENT SOLUTIONS | 61-1732930 | — | INVESTMENT ADVISORY-PLAN | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | 35-2123203 | — | AUDIT | $60K | — |
