Steven Stout signed Laritech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laritech, Inc.'s EIN is 95-4861882.
Download the official 2024 Form 5500 (PDF) for Laritech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laritech, Inc.'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 |
|---|---|---|---|---|---|
| INTEGRITY FINANCIAL | 32-0123516 | — | NONE | $54K | — |
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $13K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $6.1M | 99.0% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $695K | 11.3% | |
| Vanguard Intrmd-Term Corporate Bond ETF | Mutual Funds | — | — | $497K | 8.1% | |
| First Trust First Trust Senior Loan Fund | Other securities | — | — | $462K | 7.5% | |
| iShares Core S&P US Growth ETF | Other securities | — | — | $427K | 6.9% | |
| iShares MSCI USA Quality Factor ETF | Other securities | — | — | $420K | 6.8% | |
| NYLI MacKay NYLI MacKay Total Return Bond Fund (R6) | Other securities | — | — | $360K | 5.9% | |
| Fidelity US Sustainability Index Fund | Common Collective Trusts | — | — | $355K | 5.8% | |
| NYLI MacKay NYLI MacKay Strategic Bond Fund (R6) | Other securities | — | — | $354K | 5.8% | |
| Invesco RAFI US 1000 ETF | Mutual Funds | — | — | $323K | 5.3% | |
| Vanguard Information Technology ETF | Mutual Funds | — | — | $315K | 5.1% | |
| iShares MSCI EAFE ETF ** 728 iShares MSCI Intl Quality Factor ETF | Other securities | — | — | $310K | 5.0% | |
| Nuveen High Yield (R6) | Mutual Funds | — | — | $301K | 4.9% | |
| Vanguard Short-Term Corporate Bond ETF | Mutual Funds | — | — | $273K | 4.4% | |
| Baron Real Estate Fund (I) | Other securities | — | — | $268K | 4.4% | |
| iShares Morningstar Mid-Cap Growth ETF ** 574 iShares Morningstar Small-Cap Growth ETF | Other securities | — | — | $185K | 3.0% | |
| SPDR Portfolio Emerging Markets ETF | Other securities | — | — | $131K | 2.1% | |
| Vanguard Emerging Mkts Govt Bond Idx ETF | U.S. Treasuries | — | — | $103K | 1.7% | |
| SPDR Portfolio TIPS ETF | Other securities | — | — | $94K | 1.5% | |
| Vanguard Mid Cap ETF | Mutual Funds | — | — | $80K | 1.3% | |
| Participants Loans | Participant loans | — | — | $54K | 0.9% | |
| Vanguard International Growth Fund (Adm) | Mutual Funds | — | — | $52K | 0.8% | |
| iShares National Muni Bond Fund | Bonds / Notes | — | — | $29K | 0.5% | |
| Fidelity High Dividend ETF | Mutual Funds | — | — | $23K | 0.4% | |
| DFA Intl Core Equity Portfolio (I) | Mutual Funds | — | — | $15K | 0.3% | |
| Matrix Trust Matrix Trust Retirement Cash Account | Cash / Money Market | — | — | $7K | 0.1% | |
| Matrix Trust Non interest bearing cash | Cash / Money Market | — | — | $6K | <0.1% | |
| American Funds American Funds US Govt Securities | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Long-Term Treasury Index ETF | Mutual Funds | — | — | $1K | <0.1% | |
| DFA US Small Cap Portfolio (I) | Mutual Funds | — | — | $1K | <0.1% | |
| SPDR S&P 600 Small Cap Value ETF | Other securities | — | — | $1K | <0.1% |
