Lyons Group Ltd.'s EIN is 04-2707878.
Download the official 2024 Form 5500 (PDF) for Lyons Group Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lyons Group Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA PARTNERS STOCK INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.6M | 20.7% | |
| Transamerica LifeGoal Ret with BlackRock Ret Opt Units a | Other securities | — | — | $845K | 10.6% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $845K | 10.6% | |
| Transamerica LifeGoal 2025 with BlackRck RetOpt Units a | Other securities | — | — | $760K | 9.5% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $760K | 9.5% | |
| Transamerica LifeGoal 2045 with BlkRck Ret Opt Units a | Other securities | — | — | $640K | 8.0% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $640K | 8.0% | |
| Transamerica LifeGoal 2030 with BlackRck Re Opt Units a | Other securities | — | — | $633K | 8.0% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $633K | 8.0% | |
| Transamerica LifeGoal 2035 with BlackRck RetOpt Units a | Other securities | — | — | $460K | 5.8% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $460K | 5.8% | |
| AMERICAN CENTURY SM CAP VALUE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 401 | Pooled Separate Account | — | — | $388K | 4.9% | |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $386K | 4.8% | |
| OPPENHEIMER GLOBAL OP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $261K | 3.3% | |
| Transamerica LifeGoal 2050 with BlkRck Ret Opt Units a | Other securities | — | — | $233K | 2.9% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $233K | 2.9% | |
| Transamerica Large Cap Growth Ret Opt Units a | Other securities | — | — | $230K | 2.9% | |
| ALGER CAPITAL APPRECIATION TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $230K | 2.9% | |
| Amer Funds Fundamental Investors Ret Opt Units a | Other securities | — | — | $166K | 2.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $166K | 2.1% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $166K | 2.1% | |
| Transamerica LifeGoal 2040 with BlkRck Ret Opt Units a | Other securities | — | — | $158K | 2.0% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $158K | 2.0% | |
| AM FUNDS WASHINGTON MUTUAL INVESTOR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 008 | Pooled Separate Account | — | — | $137K | 1.7% | |
| STATE STREET RUSSELL INTRNL INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $116K | 1.5% | |
| Transamerica LifeGoal 2060 with BlkRck Ret Opt Units a | Other securities | — | — | $115K | 1.4% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $115K | 1.4% | |
| Transamerica Stable Value Option Guaranteed interest accounts a | Stable Value | — | — | $104K | 1.3% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $100K | 1.3% | |
| LOOMIS SAYLES BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $87K | 1.1% | |
| STATE STREET RUSSELL S&P MIDCAP IND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $73K | 0.9% | |
| Transamerica LifeGoal 2055 with BlkRck Ret Opt Units a | Other securities | — | — | $70K | 0.9% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $70K | 0.9% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $60K | 0.8% | |
| AM FUNDS BALANCED TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $50K | 0.6% | |
| STATE STREET RUSSELL SMALL-CAP INDE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $31K | 0.4% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $28K | 0.3% | |
| STATE STREET RUSSELL US BOND INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
