John A. Starr signed Lexington Partners L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lexington Partners L.P.'s EIN is 26-3860011.
Download the official 2024 Form 5500 (PDF) for Lexington Partners L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lexington Partners L.P.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $144K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $16.1M | $20.2M | 18.0% | |
| VANGUARD GROWTH IND FD INSTL | Mutual Funds | — | $12.4M | $16.9M | 15.1% | |
| VANGUARD TOTAL WORLD STK INSTL | Mutual Funds | — | $7.2M | $8.6M | 7.6% | |
| VANGUARD VALUE INDEX FD INSTL | Mutual Funds | — | $5.8M | $6.7M | 6.0% | |
| VANGUARD 2060 TARGET RETIREMNT | Mutual Funds | — | $3.9M | $4.6M | 4.1% | |
| BLACKROCK FEDFUND PREMIER CL | Other securities | — | $3.9M | $3.9M | 3.5% | |
| VANGUARD MID CAP INDEX FUND | Common Collective Trusts | — | $2.5M | $3.9M | 3.5% | |
| EATON VANCE ATL CAPITAL CL R6 | Other securities | — | $3.4M | $3.8M | 3.4% | |
| FIRST EAGLE GLOBAL FD CL R6 | Other securities | — | $3.6M | $3.8M | 3.4% | |
| VANGUARD 2045 TARGET RETIREMNT | Mutual Funds | — | $3.1M | $3.6M | 3.2% | |
| VANGUARD SMALL CAP INDEX FUND | Common Collective Trusts | — | $2.6M | $3.5M | 3.1% | |
| VANGUARD INTL GRWT FD ADM CLAS | Mutual Funds | — | $3.5M | $3.4M | 3.1% | |
| VANGUARD MID CAP VALUE ADM | Mutual Funds | — | $2.5M | $3.4M | 3.1% | |
| VANGUARD 2030 TARGET RETIREMNT | Mutual Funds | — | $2.6M | $2.8M | 2.5% | |
| VANGUARD BALANCED INDEX FD ADM | Mutual Funds | — | $1.5M | $1.9M | 1.7% | |
| VANGUARD HIGH YIELD CORPORATE | Mutual Funds | — | $1.8M | $1.7M | 1.5% | |
| VANGUARD TOTAL BD MRK IDX ADM | Common Collective Trusts | — | $1.7M | $1.6M | 1.5% | |
| VANGUARD SMALL CAP GROWTH ADM | Mutual Funds | — | $1.1M | $1.3M | 1.2% | |
| VANGUARD 2035 TARGET RETIREMNT | Mutual Funds | — | $1.2M | $1.3M | 1.1% | |
| VANGUARD 2055 TARGET RETIREMNT | Mutual Funds | — | $857K | $1.0M | 0.9% | |
| DODGE & COX STOCK CL I | Mutual Funds | — | $815K | $976K | 0.9% | |
| VANGUARD 2050 TARGET RETIREMNT | Mutual Funds | — | $772K | $898K | 0.8% | |
| VANGUARD 2040 TARGET RETIREMNT | Mutual Funds | — | $741K | $839K | 0.8% | |
| VANGUARD VAL INDEX FD INSTL GM | Mutual Funds | — | $716K | $823K | 0.7% | |
| VANGUARD GROWTH IND INSTL GM | Mutual Funds | — | $620K | $810K | 0.7% | |
| VANGUARD TOTAL INTL BD CL ADM | Mutual Funds | — | $821K | $745K | 0.7% | |
| VANGUARD WELLESLEY INC CL ADM | Mutual Funds | — | $745K | $690K | 0.6% | |
| OAKMARK INTL FD CL R6 GM | Other securities | — | $681K | $657K | 0.6% | |
| VANGUARD MID CAP VALUE ADM GM | Mutual Funds | — | $270K | $341K | 0.3% | |
| VANGUARD MID CAP GR IND ADM GM | Mutual Funds | — | $234K | $318K | 0.3% | |
| VANGUARD INFLATION PROTECTED | Mutual Funds | — | $351K | $305K | 0.3% | |
| VANGUARD EMERGING MRKTS INDEX | Mutual Funds | — | $273K | $276K | 0.2% | |
| VANGUARD SMALL CAP VALUE ADM | Mutual Funds | — | $227K | $268K | 0.2% | |
| LOAN FUND | Other securities | — | $262K | $262K | 0.2% | |
| VANGUARD MID CAP GR IND FD ADM | Mutual Funds | — | $218K | $257K | 0.2% | |
| METROPOLITAN WEST TOTAL P GM | Other securities | — | $271K | $244K | 0.2% | |
| VANGUARD INTERMEDIATE-TERM GM | Mutual Funds | — | $215K | $202K | 0.2% | |
| METROPOLITAN WEST TOTAL RTN P | Other securities | — | $205K | $181K | 0.2% | |
| VANGUARD SMALL CAP VAL ADM GM | Mutual Funds | — | $137K | $179K | 0.2% | |
| VANGUARD SMALL CP GRTH ADM GM | Mutual Funds | — | $140K | $177K | 0.2% | |
| VANGUARD EMRG MRKTS INDEX GM | Mutual Funds | — | $174K | $176K | 0.2% | |
| VANGUARD 2025 TARGET RETIREMNT | Mutual Funds | — | $156K | $153K | 0.1% | |
| VANGUARD HIGH YIELD CORPRT GM | Mutual Funds | — | $147K | $150K | 0.1% | |
| VANGUARD REIT INDEX FUND ADM | Common Collective Trusts | — | $142K | $139K | 0.1% | |
| LORD ABBETT SHORT DURATION R6 | Mutual Funds | — | $116K | $111K | <0.1% | |
| VANGUARD TRGT INCOME RETRMNT | Mutual Funds | — | $55K | $53K | <0.1% | |
| OAKMARK INTL FD CL R6 | Other securities | — | $51K | $49K | <0.1% | |
| BLACKROCK FEDFUND PREMIER GM | Other securities | — | $7K | $7K | <0.1% | |
| VANGUARD INTERMEDIATE-TERM ADM | Mutual Funds | — | $1K | $1K | <0.1% | |
| PENDING SETTLEMENT FUND | Other securities | — | $45 | $45 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
