JEAN Moloney signed Lowers Risk Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lowers Risk Group, LLC's EIN is 45-5167090.
Download the official 2024 Form 5500 (PDF) for Lowers Risk Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lowers Risk Group, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $1.4M | 20.7% | |
| flexFIT+ Moderate Retirement R1 Common Collective Trusts | Common Collective Trusts | — | — | $1.3M | 19.6% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $1.3M | 19.6% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $1.3M | 18.6% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $617K | 9.1% | |
| Fidelity Blue Chip Growth K Mutual Funds | Mutual Funds | — | — | $544K | 8.1% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $486K | 7.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $346K | 5.1% | |
| Notes Receivable from Participants Variable interest rates and maturities | Other securities | — | — | $196K | 2.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $145K | 2.1% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $103K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $80K | 1.2% | |
| C AND S US REALTY BE SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $51K | 0.8% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $50K | 0.7% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $40K | 0.6% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2044121 / PN 337 | Common Collective Trust | — | — | $30K | 0.4% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $28K | 0.4% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $21K | 0.3% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $16K | 0.2% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $10K | 0.2% | |
| Fidelity Emerging Markets K Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $507 | <0.1% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $274 | <0.1% | |
| FLEXFIT+AGGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2056975 / PN 338 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
