Mark FUNK signed LRG Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LRG Management, LLC's EIN is 95-3706215.
Download the official 2024 Form 5500 (PDF) for LRG Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LRG Management, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $804K | 17.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $767K | 16.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $537K | 11.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $408K | 8.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $353K | 7.6% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $313K | 6.7% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $264K | 5.7% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $239K | 5.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $183K | 3.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $180K | 3.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $147K | 3.2% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $88K | 1.9% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $74K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $33K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $25K | 0.5% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $22K | 0.5% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $22K | 0.5% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $20K | 0.4% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $19K | 0.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $15K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $12K | 0.3% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $9K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
