Elizabeth Carey signed Lakeshore Learning Materials, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeshore Learning Materials, LLC's EIN is 94-1525814.
Download the official 2024 Form 5500 (PDF) for Lakeshore Learning Materials, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeshore Learning Materials, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $33.0M | 16.5% | |
| Vanguard Group Vanguard Tl Stk Mkt Idx Inst Fd | Common Collective Trusts | — | — | $22.6M | 11.3% | |
| Fidelity Blue Chip Grth K6 Fd | Mutual Funds | — | — | $18.7M | 9.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $15.0M | 7.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.3M | 7.2% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.6M | 6.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.4M | 5.7% | |
| Insurance Company Contract * Principal Life Insurance Company Prin Fixed Inc Guar Option*** | Common Stocks | — | — | $8.9M | 4.4% | |
| Putnam Investments Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $8.1M | 4.1% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.7M | 3.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.6M | 3.3% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $5.6M | 2.8% | |
| BlackRock High Yld Bond K Fund | Other securities | — | — | $4.7M | 2.4% | |
| Participant Loans Participant Loans Rates Range from 4.25% to 9.5% | Bonds / Notes | — | — | $4.1M | 2.0% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $3.8M | 1.9% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $3.3M | 1.6% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.1M | 1.5% | |
| MFS Investment Management MFS Intl Growth R6 Fund | Mutual Funds | — | — | $2.8M | 1.4% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fd | Mutual Funds | — | — | $2.6M | 1.3% | |
| MFS Investment Management MFS Mid Cap Growth R6 Fund | Mutual Funds | — | — | $2.6M | 1.3% | |
| Janus International Holding, LLC Janushenderson Triton N | Mutual Funds | — | — | $2.4M | 1.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Vanguard Group Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| Goldman Sachs Goldman Sachs Small Cap VI Ins R6 Fd | Other securities | — | — | $726K | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $704K | 0.4% | |
| JP Morgan JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $587K | 0.3% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $483K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $61K | <0.1% | |
| (E) | Other securities | — | — | $61K | <0.1% |
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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $22K | — |
