LISA Purcell signed Lightedge Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lightedge Solutions, LLC's EIN is 42-1458509.
Download the official 2024 Form 5500 (PDF) for Lightedge Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lightedge Solutions, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2035 STATE STREET FUNDS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $7.2M | 17.2% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET FUNDS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $5.8M | 13.8% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET FUNDS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $5.5M | 13.0% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET FUNDS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $5.0M | 12.0% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET FUNDS · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $4.2M | 10.1% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET FUNDS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $3.2M | 7.7% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET FUNDS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $2.6M | 6.3% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2.4M | 5.8% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET FUNDS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| SStr Target Retire 2060 NL M Common/collective trust fund N/A | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| Morley Stbl Val Fd 25-I Mutual Fund N/A | Other securities | — | — | $816K | 1.9% | |
| Fidelity Mid Cap Idx Fd Mutual Fund N/A | Common Collective Trusts | — | — | $700K | 1.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $651K | 1.6% | |
| AB US Lg Cp Grw CIT W Sr L Common/collective trust fund N/A | Common Collective Trusts | — | — | $406K | 1.0% | |
| AB US LARGE CAP GROWTH CIT (W SERIE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $406K | 1.0% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $393K | 0.9% | |
| participants Maturing 2025 through 2039 - | Other securities | — | — | $350K | 0.8% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $350K | 0.8% | |
| Fidelity Sm Cp Ind Fd Mutual Fund N/A | Mutual Funds | — | — | $259K | 0.6% | |
| iShares MSCI EAFE Index Fnd K Mutual Fund N/A | Other securities | — | — | $216K | 0.5% | |
| Fid US Bd Id Fd Mutual Fund N/A | Mutual Funds | — | — | $204K | 0.5% | |
| MFS Value Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $188K | 0.4% | |
| MFS Mid Cap Value Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $158K | 0.4% | |
| SStr Target Retire 2020 NL M Common/collective trust fund N/A | Common Collective Trusts | — | — | $97K | 0.2% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET FUNDS · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $89K | 0.2% | |
| MFS New Discovery Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $79K | 0.2% | |
| AmCen Small Cap Value Fund R6 Mutual Fund N/A | Other securities | — | — | $65K | 0.2% | |
| Inv Discovery MCp Grw F R6 Mutual Fund N/A | Other securities | — | — | $51K | 0.1% | |
| Cohen & Steers Realty Shares Z Mutual Fund N/A | Other securities | — | — | $51K | 0.1% | |
| AmCen Emerging Markets Fd R6 Mutual Fund N/A | Other securities | — | — | $44K | 0.1% | |
| SStr Target Retire Inc NL M Common/collective trust fund N/A | Common Collective Trusts | — | — | $39K | <0.1% | |
| STATE STREET TARGET RETIREMENT NL F STATE STREET FUNDS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $39K | <0.1% | |
| PIMCO Income Fund Ins Mutual Fund N/A | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds EuroPacific R6 Mutual Fund N/A | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
