Craig Jones signed Solomonedwardsgroup, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solomonedwardsgroup, LLC's EIN is 23-3010383.
Download the official 2024 Form 5500 (PDF) for Solomonedwardsgroup, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solomonedwardsgroup, 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 |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT | 13-4264898 | — | SERVICE PROVIDER | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index | Common Collective Trusts | — | — | $5.5M | 14.3% | |
| Lincoln National Life * Insurance Company Stable Value Account - Z62 | Stable Value | — | — | $5.5M | 14.2% | |
| Nuveen Core Blend | Mutual Funds | — | — | $5.1M | 13.2% | |
| Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $3.6M | 9.3% | |
| Dimensional Fund Advisors Inflation Protected Securities | Mutual Funds | — | — | $2.7M | 7.1% | |
| Vanguard Mid Cap Value Index CL Admiral | Mutual Funds | — | — | $2.3M | 6.1% | |
| Vanguard Growth Index CL Admiral | Mutual Funds | — | — | $2.2M | 5.8% | |
| Vanguard Value Index CL Admiral | Mutual Funds | — | — | $2.2M | 5.6% | |
| American Funds New Perspective Fund CL R6 | Mutual Funds | — | — | $1.8M | 4.6% | |
| iShares Russell 2000 Small Cap Index | Common Collective Trusts | — | — | $1.2M | 3.0% | |
| Federated Hermes Federated Institutional High Yield Bond Class R6 | Other securities | — | — | $1.0M | 2.7% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $918K | 2.4% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $874K | 2.3% | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Other securities | — | — | $825K | 2.1% | |
| Vanguard REIT Index CL Admiral | Mutual Funds | — | — | $675K | 1.8% | |
| Franklin Small Cap Growth Class R6 | Mutual Funds | — | — | $668K | 1.7% | |
| Vanguard Cash Reserves Federal Money Market Admiral Shares | Mutual Funds | — | — | $417K | 1.1% | |
| Blackrock Strategic Global Bond Inc Class K | Common Stocks | — | — | $352K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $303K | 0.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $268K | 0.7% | |
| Vanguard Health Care Index CL Admiral | Mutual Funds | — | — | $137K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL GROUP | 04-3046611 | — | NONE | $19K | — |
