Kristen Weiss-Todd signed Lifecore Biomedical Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifecore Biomedical Inc.'s EIN is 94-3025618.
Download the official 2024 Form 5500 (PDF) for Lifecore Biomedical Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifecore Biomedical Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | 20-2154904 | — | ADVISOR | $50K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $12.2M | 14.9% | |
| Fid Lg Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $9.7M | 11.9% | |
| JPM Equity Income Mutual Fund | Other securities | — | — | $5.1M | 6.3% | |
| FA Freedom Bld 2040 Mutual Fund | Other securities | — | — | $4.5M | 5.5% | |
| FA Freedom Bld 2050 Mutual Fund | Other securities | — | — | $4.0M | 4.9% | |
| FA Freedom Bld 2055 Mutual Fund | Other securities | — | — | $3.7M | 4.6% | |
| FA Freedom Bld 2035 Mutual Fund | Other securities | — | — | $3.7M | 4.5% | |
| FA Freedom Bld 2045 Mutual Fund | Other securities | — | — | $3.4M | 4.2% | |
| similar party Investment Value JPM Mid Cap Growth Mutual Fund | Other securities | — | — | $3.0M | 3.7% | |
| Victory S Sm Co Op Mutual Fund | Common Stocks | — | — | $2.9M | 3.6% | |
| Fid Mid Cap Index Mutual Fund | Mutual Funds | — | — | $2.5M | 3.1% | |
| FA Small Cap Gr Mutual Fund | Other securities | — | — | $2.5M | 3.0% | |
| FA Freedom Bld 2030 Mutual Fund | Other securities | — | — | $2.4M | 3.0% | |
| FA Freedom Bld 2060 Mutual Fund | Other securities | — | — | $2.4M | 3.0% | |
| Dodge & Cox Intl Stk Mutual Fund | Mutual Funds | — | — | $2.4M | 2.9% | |
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | — | $1.7M | 2.1% | |
| FA Freedom Bld 2025 Mutual Fund | Other securities | — | — | $1.6M | 1.9% | |
| FA Freedom Bld 2020 Mutual Fund | Other securities | — | — | $1.5M | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $1.3M | 1.6% | |
| Fid Govt Mmkt Money Market Fund | Mutual Funds | — | — | $1.2M | 1.5% | |
| JH Dscpl Val MdCp Mutual Fund | Other securities | — | — | $1.0M | 1.3% | |
| Fid Infl Pr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $945K | 1.2% | |
| Fid Small Cap Index Mutual Fund | Mutual Funds | — | — | $887K | 1.1% | |
| Participant loans 104 loans; 3.25-8.50% | Bonds / Notes | — | — | $839K | 1.0% | |
| Ld Abt Sh Drtn Inc Mutual Fund | Common Stocks | — | — | $683K | 0.8% | |
| FA Emerging Mkts Mutual Fund | Other securities | — | — | $670K | 0.8% | |
| FA Freedom Bld 2065 Mutual Fund | Other securities | — | — | $603K | 0.7% | |
| FA Freedom Bld 2010 Mutual Fund | Other securities | — | — | $258K | 0.3% | |
| FA Freedom Bld 2015 Mutual Fund | Other securities | — | — | $240K | 0.3% | |
| FA Freedom Bld Inc Mutual Fund | Common Stocks | — | — | $52K | <0.1% | |
| FA Freedom Bld 2070 Mutual Fund | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPAS INC | 94-3211753 | — | ACCOUNTANT/AUDITOR | $3K | — |
