Vanessa Urrego signed The Lockwood Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lockwood Group, LLC's EIN is 20-8025205.
Download the official 2024 Form 5500 (PDF) for The Lockwood Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lockwood Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.4M | 16.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $5.6M | 12.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.0M | 11.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.5M | 9.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.2M | 9.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.2M | 7.2% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $2.2M | 4.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.0M | 4.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.9M | 4.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.7M | 3.8% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $916K | 2.0% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $840K | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $743K | 1.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $585K | 1.3% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $554K | 1.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $491K | 1.1% | |
| PIMCO INV GRADE CRED BD I2 | Registered Investment Companies | — | — | $488K | 1.1% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $420K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $381K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $294K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $251K | 0.6% | |
| PUTNAM INTERNATIONAL EQUITY Y | Registered Investment Companies | — | — | $246K | 0.5% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $237K | 0.5% | |
| ALLSPRING SMID CAP GROWTH INST | Registered Investment Companies | — | — | $191K | 0.4% | |
| STATE ST INTL IDX SEC LEND VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 334 | Common Collective Trust | — | — | $155K | 0.3% | |
| TEMPLETON DEVELOPING MARKET R6 | Registered Investment Companies | — | — | $109K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
