ANDY Lyons signed COLT Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COLT Services, LLC's EIN is 03-0498223.
Download the official 2024 Form 5500 (PDF) for COLT Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)COLT Services, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HD VEST | 75-2176682 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
| THE HAYS FINANCIAL GROUP, LLC | 41-1931920 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $1.8M | 9.7% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $1.7M | 9.2% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $1.3M | 7.0% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $1.3M | 7.0% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $1.1M | 6.1% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $1.1M | 6.0% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| AMERCENT ONE CHOICE 2060 R6 | Registered Investment Companies | — | — | $1.0M | 5.6% | |
| NATIONWIDE S&P 500 INDEX R6 | Registered Investment Companies | — | — | $1.0M | 5.5% | |
| NATIONWIDE INTL INDEX R6 | Registered Investment Companies | — | — | $907K | 4.9% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $473K | 2.6% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $428K | 2.3% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $270K | 1.5% | |
| COLUMBIA GLOBAL VALUE I3 | Registered Investment Companies | — | — | $159K | 0.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $138K | 0.8% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $125K | 0.7% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $119K | 0.6% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $109K | 0.6% | |
| MACQUARIE INTL CORE EQ R6 | Registered Investment Companies | — | — | $101K | 0.6% | |
| BLK IMPACT MORTGAGE FUND CL K | Registered Investment Companies | — | — | $62K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $61K | 0.3% | |
| GS SMALL CAP GROW INSIGHTS R6 | Registered Investment Companies | — | — | $60K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $49K | 0.3% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $27K | 0.1% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| NATIONWIDE SMALL CAP INDEX R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
