Paul Hoilman signed LPI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LPI, Inc.'s EIN is 45-2736824.
Download the official 2024 Form 5500 (PDF) for LPI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LPI, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS, LLC | — | ATLANTA, GA | TPA | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.8M | 93.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $515K | 12.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $425K | 10.5% | |
| State Street Bank & Company Russell Large Cap Growth Index Fund | Common Collective Trusts | — | — | $416K | 10.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $396K | 9.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $344K | 8.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $283K | 7.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $265K | 6.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $251K | 6.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $216K | 5.3% | |
| State Street Bank & Company Small/Mid Cap Index Fund | Common Collective Trusts | — | — | $124K | 3.1% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | — | $116K | 2.9% | |
| Vanguard Target Retirement 2020 Fund 1 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $108K | 2.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $107K | 2.6% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.50%, maturing through 2028 | Bonds / Notes | — | — | $106K | 2.6% | |
| State Street Bank & Company Russell Small Cap Growth Index Fund | Common Collective Trusts | — | — | $102K | 2.5% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $48K | 1.2% | |
| Vanguard Developing Markets Index Fund | Common Collective Trusts | — | — | $41K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $38K | 0.9% | |
| American Funds International Growth and Income Fund | Mutual Funds | — | — | $35K | 0.9% | |
| State Street Bank & Company Russell Large Cap Value Index Fund | Common Collective Trusts | — | — | $24K | 0.6% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $21K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $18K | 0.4% | |
| State Street Bank & Company Russell Small Cap Value Index Fund | Common Collective Trusts | — | — | $16K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund 197 Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
