Plan Sponsor signed Locke Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Locke Solutions LLC's EIN is 93-4907122.
Download the official 2024 Form 5500 (PDF) for Locke Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Locke Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH INSURANCE & INVESTMENTS LLC D | — | NEW YORK, NY | INVESTMENT ADVISOR | $8K | — |
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 2055 Inv | Mutual Funds | — | — | $530K | 17.0% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $401K | 12.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $246K | 7.9% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $241K | 7.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $234K | 7.5% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $231K | 7.4% | |
| Fidelity 500 Index | Mutual Funds | — | — | $203K | 6.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $198K | 6.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $197K | 6.3% | |
| Vanguard Target Retirement 20205 Inv | Mutual Funds | — | — | $111K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $88K | 2.8% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $72K | 2.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $71K | 2.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $60K | 1.9% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $59K | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $55K | 1.8% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 001 | Common Collective Trust | — | — | $54K | 1.7% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $31K | 1.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $25K | 0.8% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $8K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY INC | — | HOUSTON, TX | OTHER | $2K | — |
