Richard Rychlicki signed Lippes Mathias LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lippes Mathias LLP's EIN is 16-1021918.
Download the official 2024 Form 5500 (PDF) for Lippes Mathias LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lippes Mathias LLP'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 | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $9.8M | 19.2% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $6.0M | 11.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.4M | 8.7% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.3M | 8.5% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.7M | 7.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.0M | 5.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2.3M | 4.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $852K | 1.7% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $806K | 1.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $739K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $714K | 1.4% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $679K | 1.3% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $674K | 1.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $623K | 1.2% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $620K | 1.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $592K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $463K | 0.9% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $429K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $401K | 0.8% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $390K | 0.8% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $367K | 0.7% | |
| SMALL CAP GROWTH FUND II R1 | Registered Investment Companies | — | — | $270K | 0.5% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $222K | 0.4% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $208K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $175K | 0.3% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $171K | 0.3% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $169K | 0.3% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $110K | 0.2% | |
| BALANCED SUSTAINABLE R1 WILMINGTON TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $98K | 0.2% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $61K | 0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $53K | 0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $500 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $9 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
