Karen Vanburen signed Larkin Hoffman DALY & Lindgren Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Larkin Hoffman DALY & Lindgren Ltd.'s EIN is 41-0953357.
Download the official 2024 Form 5500 (PDF) for Larkin Hoffman DALY & Lindgren Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Larkin Hoffman DALY & Lindgren Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS CORP | 41-1838186 | — | INV ADV, PARTICIPANTS | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $19.3M | 19.9% | |
| Principal/BlackRock S&P 500 Index CIT N Fund Common/Collective Trust Fund | Common Collective Trusts | — | — | $18.4M | 19.0% | |
| Self Directed Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $10.2M | 10.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $9.9M | 10.2% | |
| T Rowe Price Growth Stock Fund Inc Mutual Fund | Mutual Funds | — | — | $9.6M | 9.9% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $9.5M | 9.8% | |
| Galliard Stable Return PN Common/Collective Trust Fund | Common Collective Trusts | — | — | $9.3M | 9.6% | |
| Principal/MFS Value CIT N Fund Common/Collective Trust Fund | Common Collective Trusts | — | — | $9.1M | 9.3% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $8.9M | 9.2% | |
| JPMorgan Small Cap Equity R5 Mutual Fund | Other securities | — | — | $8.0M | 8.3% | |
| Metropolitan West Total Return Bond I Mutual Fund | Other securities | — | — | $5.5M | 5.7% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $4.5M | 4.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $3.1M | 3.2% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Conservative Model Portfolio Common/Collective Trust Fund | Common Collective Trusts | — | — | $1.9M | 1.9% | |
| U.S. Aggregate Bond Index CIT N Fund Common/Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $1.6M | 1.7% | |
| Moderately Aggressive Model Portfolio Common/Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Aggressive Model Portfolio Common/Collective Trust Fund | Common Collective Trusts | — | — | $911K | 0.9% | |
| Columbia Small Cap Index Inst 2 Mutual Fund | Other securities | — | — | $857K | 0.9% | |
| Moderately Conservative Model Portfolio Common/Collective Trust Fund | Common Collective Trusts | — | — | $736K | 0.8% | |
| Moderate Model Portfolio Common/Collective Trust Fund | Common Collective Trusts | — | — | $659K | 0.7% | |
| MFS Blended Research Mid Cap Equity Fund Mutual Fund | Mutual Funds | — | — | $537K | 0.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $365K | 0.4% | |
| (E) | Other securities | — | — | $92K | <0.1% | |
| (E) | Other securities | — | $2K | $81K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-0953357 | — | INVESTMENT ADVISORY | $12K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | INVESTMENT ADVISORY | $12K | — |
