Stan Prigmore signed Lusardi Construction Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lusardi Construction Co.'s EIN is 95-2159879.
Download the official 2024 Form 5500 (PDF) for Lusardi Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lusardi Construction Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | INV ADV, PARTICIPANTS | $11K | — |
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.
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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Core Bond R6 Fund | Mutual Funds | — | $0 | $7.1M | 15.9% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $4.7M | 10.4% | |
| JP Morgan Sm Cap Equity R6 Fd | Other securities | — | $0 | $3.2M | 7.1% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.0M | 6.7% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.8M | 6.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $2.6M | 5.8% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.3M | 5.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.2M | 4.8% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 4.0% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.5M | 3.3% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.4M | 3.0% | |
| Pioneer Strategic Income K Fd | Other securities | — | $0 | $1.3M | 3.0% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.3M | 2.8% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $1.2M | 2.7% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.0M | 2.3% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 | Pooled Separate Accounts | — | $0 | $962K | 2.1% | |
| Victory RS Global Y Fund | Other securities | — | $0 | $900K | 2.0% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $891K | 2.0% | |
| Principal Blue Chip Inst Fund | Other securities | — | $0 | $826K | 1.8% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $712K | 1.6% | |
| Participant Loans | Participant loans | — | $0 | $653K | 1.5% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $608K | 1.4% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $413K | 0.9% | |
| Victory RS Intl Y Fd | Other securities | — | $0 | $269K | 0.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $266K | 0.6% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $102K | 0.2% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $74K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $74K | 0.2% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | $0 | $24K | <0.1% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $283 | <0.1% |
