Tasha Lyons signed Lockstep Technology Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lockstep Technology Group, LLC's EIN is 26-2991351.
Download the official 2024 Form 5500 (PDF) for Lockstep Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lockstep Technology 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 17.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 11.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447575 / PN 005 | Common Collective Trust | — | — | $883K | 7.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRIINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $783K | 6.9% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $711K | 6.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $655K | 5.7% | |
| PRIN LIFETIMY HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $530K | 4.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $459K | 4.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-2667574 / PN 003 | Common Collective Trust | — | — | $434K | 3.8% | |
| Vanguard TI Stk Mkt Inx Adm Fd | Mutual Funds | — | — | $236K | 2.1% | |
| American Funds Bd Fd of Am R6 Fd ** 315 Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $210K | 1.8% | |
| PRIN LIFETIMY HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $203K | 1.8% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $176K | 1.5% | |
| American Century SC Gr R6 Fd | Other securities | — | — | $171K | 1.5% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $169K | 1.5% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $169K | 1.5% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | — | $127K | 1.1% | |
| DFA International Value I Fund | Mutual Funds | — | — | $126K | 1.1% | |
| DFA Emerg Mkt Core Eqty I Fd | Mutual Funds | — | — | $116K | 1.0% | |
| Participant loans Interest rates ranging from 5.25% to 9.50% 0 | Bonds / Notes | — | — | $103K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $92K | 0.8% | |
| Principal Fixed Inc Guar Option | Common Stocks | — | — | $89K | 0.8% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $84K | 0.7% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $82K | 0.7% | |
| American Funds Am Hi-Inc Trust R6 Fund | Mutual Funds | — | — | $70K | 0.6% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $62K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $57K | 0.5% | |
| JanusHenderson Triton N | Other securities | — | — | $38K | 0.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $27K | 0.2% | |
| Vanguard Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $24K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL LINVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $22K | 0.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $12K | 0.1% | |
| PIMCO Glbl Bd (USD-Hdg) I Fd | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16 | <0.1% |
