Joyce Hofer-Medina signed Lakeside Educational Network's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeside Educational Network's EIN is 23-6050758.
Download the official 2023 Form 5500 (PDF) for Lakeside Educational Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lakeside Educational Network's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2045 | Other securities | — | — | $1.2M | 14.6% | |
| BlackRock Lifepath Index Retirement | Other securities | — | — | $1.1M | 13.9% | |
| BlackRock Lifepath Index 2030 | Other securities | — | — | $1.1M | 13.4% | |
| BlackRock Lifepath Index 2025 | Other securities | — | — | $1.0M | 12.5% | |
| BlackRock Lifepath Index 2040 | Other securities | — | — | $746K | 9.2% | |
| BlackRock Lifepath Index 2035 | Other securities | — | — | $656K | 8.1% | |
| BlackRock Lifepath Index 2050 | Other securities | — | — | $599K | 7.4% | |
| BlackRock Lifepath Index 2055 | Other securities | — | — | $560K | 6.9% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $201K | 2.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $195K | 2.4% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $166K | 2.0% | |
| BlackRock Lifepath Index 2060 | Other securities | — | — | $139K | 1.7% | |
| Participant loans Interest at 4.25% - 9.50% | Bonds / Notes | — | — | $90K | 1.1% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $78K | 1.0% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $46K | 0.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $42K | 0.5% | |
| BlackRock Lifepath Index 2065 | Other securities | — | — | $35K | 0.4% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $29K | 0.4% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $15K | 0.2% | |
| Baird Core Plus Bond Institutional | Other securities | — | — | $11K | 0.1% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan Mid Cap Value R6 635 Principal Global Real Estate Securities R6 703 Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $10K | — |
