Lyons & Company, Inc.'s EIN is 20-4033514.
Download the official 2022 Form 5500 (PDF) for Lyons & Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lyons & Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUESTAR RETIREMENT SERVICES | 59-3092339 | — | NONE | $20K | — |
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.
| % of plan | |||
|---|---|---|---|
| WELLS FARGO STABLE VALUE FUND M GALLIARD CAPITAL MANAGEMENT · EIN 94-6751924 / PN 001 | Common Collective Trust | $0 | — |
