Ronald Luzar signed Lifestyle Communities, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifestyle Communities, Ltd.'s EIN is 31-1468514.
Download the official 2024 Form 5500 (PDF) for Lifestyle Communities, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifestyle Communities, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.0M | 10.6% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $1.7M | 9.0% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 8.5% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 8.3% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.3M | 6.8% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $1.1M | 5.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.0M | 5.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $945K | 5.0% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $865K | 4.6% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $707K | 3.8% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $686K | 3.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $683K | 3.6% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $635K | 3.4% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $630K | 3.4% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $612K | 3.3% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $511K | 2.7% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $442K | 2.4% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $437K | 2.3% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $333K | 1.8% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $199K | 1.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $175K | 0.9% | |
| Pimco Int Bond (Usd-Hedged) Inst | U.S. Treasuries | — | — | $158K | 0.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $134K | 0.7% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $127K | 0.7% | |
| Notes Receivable From Participants Notes receivable from participants (interest ranging from 4.25% to 9.50% with various maturity dates through 2029) | Bonds / Notes | — | — | $82K | 0.4% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $42K | 0.2% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $40K | 0.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $1K | <0.1% | |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EVERHART FINANCIAL GROUP INC |
| 31-1440043 |
| — |
| ADVISOR |
| $20K |
| — |
| EVERHART FINANCIAL GROUP INC | — | DUBLIN, OH | INVESTMENT ADVISOR | $10K | — |
