Jennifer Hamilton signed Lifestream Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifestream Services Inc.'s EIN is 35-1356741.
Download the official 2024 Form 5500 (PDF) for Lifestream Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifestream Services Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.3M | 82.4% | |
| AUL Fixed Account | Other securities | — | — | $561K | 10.8% | |
| T. Rowe Price Retirement Income 2035 Fund | Other securities | — | — | $551K | 10.7% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $547K | 10.6% | |
| American Funds The Growth Fund of America Class R-6 | Mutual Funds | — | — | $485K | 9.4% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $457K | 8.8% | |
| Janus Henderson Balanced Fund Class N | Mutual Funds | — | — | $322K | 6.2% | |
| AUL Stable Value Fund | Stable Value | — | — | $243K | 4.7% | |
| T. Rowe Equity Income Fund Class I | Other securities | — | — | $204K | 3.9% | |
| T. Rowe Price Retirement Income 2030 Fund | Other securities | — | — | $161K | 3.1% | |
| T. Rowe Price Retirement Income 2055 Fund | Other securities | — | — | $152K | 2.9% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $147K | 2.8% | |
| T. Rowe Price Retirement Income 2025 Fund | Other securities | — | — | $123K | 2.4% | |
| T. Rowe Price Retirement Income 2045 Fund | Other securities | — | — | $120K | 2.3% | |
| T. Rowe Price Retirement Income 2050 Fund | Other securities | — | — | $118K | 2.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $115K | 2.2% | |
| T. Rowe Price Retirment Balanced Fund | Other securities | — | — | $110K | 2.1% | |
| Notes Receivable from Participants | Other securities | — | — | $109K | 2.1% | |
| T. Rowe Price Retirement Income 2040 Fund | Other securities | — | — | $106K | 2.0% | |
| Alger Capital Appreciation Institutional Fund Class Y | Other securities | — | — | $94K | 1.8% | |
| PGIM Jennison Mid-Cap Growth Fund Class R6 | Other securities | — | — | $91K | 1.8% | |
| Pioneer Bond Fund Class K | Other securities | — | — | $88K | 1.7% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $84K | 1.6% | |
| Pioneer Equity Income Fund Class K | Other securities | — | — | $44K | 0.8% | |
| T. Rowe Price Retirement Income 2060 Fund | Other securities | — | — | $40K | 0.8% | |
| American Century Small Cap Value Fund R6 Class | Other securities | — | — | $33K | 0.6% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $29K | 0.6% | |
| T. Rowe Price Retirement Income 2065 Fund | Other securities | — | — | $22K | 0.4% | |
| Russell Investments Global Real Estate Securities Fund Class R6 | Other securities | — | — | $8K | 0.2% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $8K | 0.1% | |
| T. Rowe Price Retirement Income 2020 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
