Erica UTZ Wochna signed LMC Enterprises' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LMC Enterprises' EIN is 95-3093555.
Download the official 2024 Form 5500 (PDF) for LMC Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LMC Enterprises' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $461 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 16.9% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $2.9M | 16.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $1.2M | 7.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 6.7% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account Series Class II | Common Stocks | — | — | $979K | 5.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $879K | 5.1% | |
| PGIM Funds (Prudential) PGIM High Yield Fund R6 | Other securities | — | — | $684K | 4.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $619K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $480K | 2.8% | |
| Victory Capital Victory Sycamore Established Value Fund R6 | Other securities | — | — | $454K | 2.7% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $447K | 2.6% | |
| JPMorgan Core Bond Fund R6 | Other securities | — | — | $416K | 2.4% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $351K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $317K | 1.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $241K | 1.4% | |
| Hartford Mutual Funds The Hartford Strategic Income Fund R6 | Other securities | — | — | $239K | 1.4% | |
| PGIM Funds (Prudential) PGIM Global Total Return Fund R6 | Other securities | — | — | $218K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $213K | 1.2% | |
| Participant Loans Interest rates range from 5.25% to 9.50% | Bonds / Notes | — | — | $209K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $177K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $152K | 0.9% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $142K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $109K | 0.6% | |
| American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $94K | 0.6% | |
| MFS New Discovery Fund R6 | Mutual Funds | — | — | $72K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $70K | 0.4% | |
| Principal Funds Principal Real Estate Securities Fund R6 | Other securities | — | — | $63K | 0.4% | |
| American Funds American Funds American Mutual Fund R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Calvert Research and Management Calvert Equity Fund R6 | Other securities | — | — | $10K | <0.1% | |
| National Western Life Insurance Company Flexible Premium Deferred Annuity Life Insurance | Common Stocks | — | — | $1K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE BALDWIN GROUP WEALTH ADVISORS L | — | IRVINE, CA | INVESTMENT ADVISOR | $30K | — |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | OTHER | $750 | — |
