Lexington Square, LLC's EIN is 20-0473448.
Download the official 2024 Form 5500 (PDF) for Lexington Square, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lexington Square, LLC's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $684 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.1M | 85.9% | |
| [Assets held in participant loans] | Other | — | — | $93K | 7.2% |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | OTHER | $501 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIELSEN GINANCIAL MANAGEMENT LLC | — | FORT DODGE, IA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | 42-1468222 | — | CONTRACT ADMIN | $2K | — |
