DREW Fountain signed Malones Holding LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Malones Holding LLC's EIN is 20-1453313.
Download the official 2024 Form 5500 (PDF) for Malones Holding LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Malones Holding LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $14K | — |
| MCGREGOR & ASSOCIATES, INC. | 61-1211399 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTA CONSULTING GROUP ADVISORS |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-5358976 |
| — |
| SERVICE PROVIDER |
| $23K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $12.7M | 97.0% | |
| YourPath Passive 2045 Moderate Other Investment | Other securities | — | — | $2.3M | 17.9% | |
| YourPath Passive 2030 Moderate Other Investment | Other securities | — | — | $2.2M | 16.5% | |
| YourPath Passive 2050 Moderate Other Investment | Other securities | — | — | $1.8M | 13.6% | |
| YourPath Passive 2035 Moderate Other Investment | Other securities | — | — | $1.4M | 10.4% | |
| YourPath Passive 2055 Moderate Other Investment | Other securities | — | — | $1.1M | 8.7% | |
| YourPath Passive 2040 Moderate Other Investment | Other securities | — | — | $770K | 5.9% | |
| YourPath Passive 2060 Moderate Other Investment | Other securities | — | — | $711K | 5.4% | |
| Vanguard Growth Index Admiral Other Investment | Mutual Funds | — | — | $619K | 4.7% | |
| YourPath Passive 2025 Moderate Other Investment | Other securities | — | — | $478K | 3.6% | |
| American Century Inf Adj Bd Other Investment ** 113 * Notes Receivable from Participants Interest rates (5.25% - 10.50%) - | Bonds / Notes | — | — | $393K | 3.0% | |
| Vanguard Small Cap Value Index Other Investment | Mutual Funds | — | — | $302K | 2.3% | |
| Vanguard Mid Cap Value Index Other Investment | Mutual Funds | — | — | $301K | 2.3% | |
| DFA US Large Cap Value Other Investment | Mutual Funds | — | — | $300K | 2.3% | |
| YourPath Passive 2065 Moderate Other Investment | Other securities | — | — | $160K | 1.2% | |
| Vanguard Emerging Markets Other Investment | Mutual Funds | — | — | $79K | 0.6% | |
| Vanguard Development Markets Index Other Investment | Mutual Funds | — | — | $78K | 0.6% | |
| DFA Real Estate Securities Other Investment | Mutual Funds | — | — | $75K | 0.6% | |
| State Street S & P 500 Index Other Investment | Common Collective Trusts | — | — | $18K | 0.1% | |
| YourPath Passive 2045 Aggressive Other Investment | Other securities | — | — | $9K | <0.1% | |
| Guaranteed Stable Value Other Investment | Stable Value | — | — | $9K | <0.1% | |
| YourPath Passive 2055 Aggressive Other Investment | Other securities | — | — | $3K | <0.1% | |
| American Funds Int Growth and Income Other Investment | Mutual Funds | — | — | $2K | <0.1% | |
| Neuman Berman Mid Cap Growth Other Investment | Other securities | — | — | $2K | <0.1% | |
| PGIM Jenn Small Co Fund Other Investment | Common Stocks | — | — | $2K | <0.1% | |
| PIMCO Commodity RI Return Other Investment | Mutual Funds | — | — | $2K | <0.1% |
