Evan Hawthorne signed Lane Powell PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lane Powell PC's EIN is 20-2071651.
Download the official 2024 Form 5500 (PDF) for Lane Powell PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lane Powell PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL US LARGE CAP EQUITY INDEX RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 013 | Common Collective Trust | — | — | $44.5M | 17.2% | |
| RUSSELL US LARGE CAP EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 042 | Common Collective Trust | — | — | $34.7M | 13.4% | |
| RUSSELL US SM/MID CAP EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | — | $25.4M | 9.8% | |
| RUSSELL 2030 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 052 | Common Collective Trust | — | — | $21.0M | 8.1% | |
| RUSSELL RETIREMENT FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 057 | Common Collective Trust | — | — | $20.4M | 7.9% | |
| RUSSELL 2040 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 053 | Common Collective Trust | — | — | $15.8M | 6.1% | |
| RUSSELL 2025 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 059 | Common Collective Trust | — | — | $15.0M | 5.8% | |
| RUSSELL 2035 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 060 | Common Collective Trust | — | — | $14.7M | 5.7% | |
| RUSSELL 2045 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 061 | Common Collective Trust | — | — | $11.2M | 4.3% | |
| T. Rowe Price Government Money Mutual fund ** 965 Self Directed Accounts Various stocks, mutual funds, unit trusts, cash | Self-Directed Brokerage | — | — | $10.0M | 3.9% | |
| RUSSELL INTERNATIONAL EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 020 | Common Collective Trust | — | — | $8.9M | 3.5% | |
| RUSSELL STABLE VALUE FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 012 | Common Collective Trust | — | — | $8.1M | 3.1% | |
| RUSSELL 2050 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 054 | Common Collective Trust | — | — | $7.1M | 2.7% | |
| RUSSELL BOND FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 038 | Common Collective Trust | — | — | $6.9M | 2.7% | |
| RUSSELL BOND INDEX FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 039 | Common Collective Trust | — | — | $5.6M | 2.2% | |
| RUSSELL 2055 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 074 | Common Collective Trust | — | — | $3.8M | 1.5% | |
| RUSSELL INTERNATIONAL EQ IND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 049 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| RUSSELL 2065 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 079 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| RUSSELL 2060 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 078 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| April 2042 - | Other securities | — | — | $669K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
