Nicole Ingalls signed LYON Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LYON Management Group, Inc.'s EIN is 33-0560238.
Download the official 2024 Form 5500 (PDF) for LYON Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LYON Management Group, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUCAS, HORSFALL, MURPHY & PINDROH | 95-4659692 | — | PLAN ADMINISTRATOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $2.8M | 13.4% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $2.5M | 11.8% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $2.4M | 11.5% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $2.0M | 9.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.9M | 9.1% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.7M | 8.2% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $1.3M | 6.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 5.4% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 5.2% | |
| TRP BLUE CHIP GRTH I Mutual Fund | Other securities | — | — | $912K | 4.3% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $488K | 2.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $386K | 1.8% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $330K | 1.6% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $311K | 1.5% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $242K | 1.1% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $144K | 0.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $99K | 0.5% | |
| JPM US RSH ENH EQ R6 Mutual Fund | Other securities | — | — | $93K | 0.4% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $87K | 0.4% | |
| VICTORY S EST VAL R6 Mutual Fund | Other securities | — | — | $77K | 0.4% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $69K | 0.3% | |
| INVESCO DIVRS DIV R6 Mutual Fund | Mutual Funds | — | — | $65K | 0.3% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $43K | 0.2% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $28K | 0.1% | |
| TRP INTL VALUE EQ I Mutual Fund | Other securities | — | — | $22K | 0.1% | |
| COL EMRG MKT I3 Mutual Fund | Other securities | — | — | $22K | 0.1% | |
| I O INTL GROWTH R6 Mutual Fund | Other securities | — | — | $14K | <0.1% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $14K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| AS SM CO GROWTH R6 Mutual Fund | Common Stocks | — | — | $9K | <0.1% | |
| INVS HIGH YIELD R6 Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
