DAX Woolston signed Lakeside Industries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeside Industries Inc.'s EIN is 91-0751657.
Download the official 2024 Form 5500 (PDF) for Lakeside Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeside Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | — | PORTLAND, OR | INVESTMENT ADVISOR | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Fully benefit-responsive contract - Guaranteed Interest Account | Other securities | — | — | $13.6M | 18.8% | |
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $11.8M | 16.3% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.6M | 13.3% | |
| Vanguard Instl Target Ret 2045 | Mutual Funds | — | — | $4.9M | 6.8% | |
| Vanguard Instl Target Ret 2035 | Mutual Funds | — | — | $4.2M | 5.8% | |
| DODGE & COX STOCK DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.9M | 5.4% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.3M | 4.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2.4M | 3.3% | |
| Charles Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.3M | 3.2% | |
| Vanguard Instl Target Ret 2040 | Mutual Funds | — | — | $2.1M | 2.9% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 2.9% | |
| Vanguard Instl Target Ret 2050 | Mutual Funds | — | — | $1.9M | 2.6% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.7M | 2.4% | |
| MASSMUTUAL OVERSEAS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.1% | |
| Baron Small Cap Fund | Other securities | — | — | $1.5M | 2.1% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.3M | 1.8% | |
| Vanguard Instl Target Ret 2020 * 575 Vanguard Instl Target Ret 2025 | Mutual Funds | — | — | $966K | 1.3% | |
| Dimensional Fund Advisors DFA Intermediate Govt Fixed-Income Fund | Mutual Funds | — | — | $823K | 1.1% | |
| Vanguard Instl Target Ret 2030 | Mutual Funds | — | — | $683K | 0.9% | |
| Vanguard Instl Target Ret 2060 | Mutual Funds | — | — | $383K | 0.5% | |
| Vanguard Instl Target Ret 2055 | Mutual Funds | — | — | $344K | 0.5% | |
| Participants Participant notes receivable bearing interest rates from 4.25 to 9.50 percent - | Other securities | — | — | $340K | 0.5% | |
| PIMCO Funds PIMCO Global Bond Opportunities U.S. Dollar- Hedged Fund | Mutual Funds | — | — | $286K | 0.4% | |
| Vanguard Instl Target Ret Inc | Mutual Funds | — | — | $250K | 0.3% | |
| Vanguard Instl Target Ret 2065 | Mutual Funds | — | — | $118K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
