LEND Smart Mortgage, LLC's EIN is 20-4224234.
Download the official 2023 Form 5500 (PDF) for LEND Smart Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LEND Smart Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | 47-0648506 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Total Return Bond Z Mutual Fund N/A 1 * Standard Stable Asset A Guaranteed Investment Contract N/A 34 Cash and Cash Equivalents N/A 254 * Notes receivable from participants Interest rates range of 3.25 to 7.50% - | Stable Value | — | — | $21K | 100.0% |
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