Joseph Lopez signed Lorian Home Systems, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lorian Home Systems, Inc.'s EIN is 26-0006279.
Download the official 2022 Form 5500 (PDF) for Lorian Home Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lorian Home Systems, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISORS | — | SEATTLE, WA | INVESTMENT MANAGER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth ETF Exchange-traded fund | Mutual Funds | — | — | $294K | 16.0% | |
| Vanguard Value ETF Exchange-traded fund | Mutual Funds | — | — | $274K | 14.9% | |
| State Street SPDR Portfolio Developed World ex-US ETF Exchange-traded fund | Other securities | — | — | $214K | 11.7% | |
| Vanguard Total Bond Market ETF Exchange-traded fund | Mutual Funds | — | — | $214K | 11.7% | |
| Vanguard Intermediate Term Govt Bond ETF Exchange-traded fund ** 570 Vanguard Mid Cap ETF Exchange-traded fund | U.S. Treasuries | — | — | $176K | 9.6% | |
| Schwab US Small-Cap ETF Exchange-traded fund | Mutual Funds | — | — | $140K | 7.7% | |
| BlackRock iShares 0-5 Year TIPS Bond ETF Exchange-traded fund | Other securities | — | — | $128K | 7.0% | |
| Schwab Short-Term US Treasury ETF Exchange-traded fund | U.S. Treasuries | — | — | $103K | 5.6% | |
| Vanguard Emerging Markets Govt Bond ETF Exchange-traded fund ** 34 Vanguard FTSE Emerging Markets ETF Exchange-traded fund | U.S. Treasuries | — | — | $70K | 3.8% | |
| Schwab US Dividend Equity ETF Exchange-traded fund | Mutual Funds | — | — | $42K | 2.3% | |
| State Street SPDR S&P 500 Fossil Fuel Rsrv Free ETF Exchange-traded fund ** 104 Vanguard 500 ETF Exchange-traded fund | Common Collective Trusts | — | — | $39K | 2.1% | |
| State Street Real Estate Select Sector SPDR ETF Exchange-traded fund | Other securities | — | — | $29K | 1.6% | |
| Vanguard Cash Reserves Federal Money Market Adm Money market fund | Mutual Funds | — | — | $26K | 1.4% | |
| Aberdeen Physical Gold ETF Exchange-traded fund | Other securities | — | — | $22K | 1.2% | |
| BlackRock iShares MSCI USA ESG Select ETF Exchange-traded fund ** 103 Invesco DB Commodity Index Tracking Fund Exchange-traded fund ** 105 Invesco QQQ Trust Exchange-traded fund | Mutual Funds | — | — | $22K | 1.2% | |
| Participant loans Interest rates - 4.25% - 8.00% -0- | Bonds / Notes | — | — | $15K | 0.8% | |
| State Street SPDR Dow Jones Industrial Average ETF Exchange-traded fund | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
