Seth Molod signed The Lightstone Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lightstone Group, LLC's EIN is 02-0641131.
Download the official 2024 Form 5500 (PDF) for The Lightstone Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lightstone Group, LLC'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 | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENT ATLANTIC CAPITAL LLC | 22-3822194 | — | ADVISOR | $87K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX - | Common Collective Trusts | — | — | $10.4M | 25.8% | |
| Fidelity FID FDM IDX 2045 IPR - | Common Collective Trusts | — | — | $5.0M | 12.5% | |
| Fidelity FID FDM IDX 2040 IPR - | Common Collective Trusts | — | — | $4.8M | 11.8% | |
| Fidelity FID FDM IDX 2050 IPR - | Common Collective Trusts | — | — | $4.1M | 10.1% | |
| Fidelity FID FDM IDX 2035 IPR - | Common Collective Trusts | — | — | $3.5M | 8.6% | |
| Fidelity FID FDM IDX 2030 IPR - | Common Collective Trusts | — | — | $3.0M | 7.4% | |
| Fidelity FID FDM IDX 2055 IPR - | Common Collective Trusts | — | — | $2.2M | 5.3% | |
| Fidelity FID FDM IDX 2020 IPR - | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| Fidelity FID FDM IDX 2025 IPR - | Common Collective Trusts | — | — | $1.1M | 2.7% | |
| Fidelity FID FDM IDX 2060 IPR - | Common Collective Trusts | — | — | $1.1M | 2.7% | |
| Fidelity FID INTL INDEX - | Mutual Funds | — | — | $782K | 1.9% | |
| Dodge & Cox DODGE & COX STOCK I - | Mutual Funds | — | — | $705K | 1.7% | |
| Fidelity FID FDM IDX 2065 IPR - | Common Collective Trusts | — | — | $363K | 0.9% | |
| Vanguard VANG INTM INV GR ADM - | Mutual Funds | — | — | $357K | 0.9% | |
| Notes receivable from Interest rates ranging from 4.25% - 9.50%, maturity - | Bonds / Notes | — | — | $334K | 0.8% | |
| Fidelity FID GOVT MMKT - | Mutual Funds | — | — | $314K | 0.8% | |
| Fidelity FID EMRG MKTS IDX - | Common Collective Trusts | — | — | $242K | 0.6% | |
| Eaton Vance EV FLOATING RATE I - | Bonds / Notes | — | — | $223K | 0.6% | |
| Vanguard VAN REAL EST IDX ADM - | Common Collective Trusts | — | — | $201K | 0.5% | |
| Fidelity FID FDM IDX 2015 IPR - | Common Collective Trusts | — | — | $192K | 0.5% | |
| Fidelity FID FDM IDX 2010 IPR - | Common Collective Trusts | — | — | $113K | 0.3% | |
| Fidelity FID INTM TR BD IDX - | Common Collective Trusts | — | — | $77K | 0.2% | |
| Principal PIF MIDCAP FUND I - | Other securities | — | — | $68K | 0.2% | |
| Fidelity FID FDM IDX INC IPR - | Common Collective Trusts | — | — | $46K | 0.1% | |
| DoubleLine DL TOTAL RTN BOND I - | Other securities | — | — | $32K | <0.1% | |
| Vanguard VANG ST CP BD IDX AD - | Common Collective Trusts | — | — | $19K | <0.1% | |
| PIMCO INCOME INST - | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity FID LT TR BD IDX - | Common Collective Trusts | — | — | $12K | <0.1% | |
| Vanguard OYAS VANG MTG SEC IDX ADM - | Common Collective Trusts | — | — | $7K | <0.1% | |
| Conestoga SMID CP IS - | Other securities | — | — | $6K | <0.1% | |
| John Hancock JH DSCPL VAL MDCP I - | Other securities | — | — | $3K | <0.1% | |
| Vanguard VANG ST INV GR ADM - | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard VANG ULT SHT BD ADM - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
