Lydia Home Association's EIN is 36-1412810.
Download the official 2023 Form 5500 (PDF) for Lydia Home Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lydia Home Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.1M | 95.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $45K | 2.1% | |
| [Assets held in participant loans] | Other | — | — | $40K | 1.8% |
| — |
| RECORDKEEPER |
| $10K |
| — |
