Stacy Lane, D.O., LLC's EIN is 46-2239427.
Download the official 2023 Form 5500 (PDF) for Stacy Lane, D.O., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stacy Lane, D.O., LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 11-3658445 | PITTSBURGH, PA | INVESTMENT ADVISORY | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN 2030 TARGET RET R4 Mutual Funds | Other securities | — | — | $338K | 9.6% | |
| AMERICAN 2050 TARGET RET R4 Mutual Funds | Other securities | — | — | $308K | 8.7% | |
| Cash & Cash Alternatives * Morgan Stanley Private Bank NA Cash, MMF and Bank Deposit program | Cash / Money Market | — | — | $288K | 8.2% | |
| AMERICAN 2040 TARGET RET R4 Mutual Funds | Other securities | — | — | $250K | 7.1% | |
| Total Exchange Traded/Closed End Funds | Other securities | — | — | $242K | 6.9% | |
| AMERICAN 2055 TARGET RET R4 Mutual Funds | Other securities | — | — | $197K | 5.6% | |
| AMERICAN 2035 TARGET RET R4 Mutual Funds | Other securities | — | — | $168K | 4.8% | |
| AMERICAN 2045 TARGET RET R4 Mutual Funds | Other securities | — | — | $156K | 4.4% | |
| AMERICAN 2025 TARGET RET R4 Mutual Funds | Other securities | — | — | $132K | 3.7% | |
| FIRST EAGLE OVERSEAS I Mutual Funds | Other securities | — | — | $108K | 3.1% | |
| FPA CRESCENT FD SUPRA INST Mutual Funds | Other securities | — | — | $97K | 2.8% | |
| GOTHAM INDEX PLUS I Mutual Funds | Other securities | — | — | $96K | 2.7% | |
| s * ANGEL OAK MULTI STRAT INC I Mutual Funds | Mutual Funds | — | — | $54K | 1.5% | |
| AMERICAN 2065 TARGET RET R4 Mutual Funds | Other securities | — | — | $53K | 1.5% | |
| BERKSHIRE HATHAWAY CL-B NEW Stocks | Other securities | — | — | $50K | 1.4% | |
| AMERICAN GROWTH R4 Mutual Funds | Other securities | — | — | $45K | 1.3% | |
| VANGUARD TTL WRLD STK INDX Exchange Traded/Closed End Funds | Mutual Funds | — | — | $43K | 1.2% | |
| AMERICAN 2060 TARGET DT RET R4 Mutual Funds | Other securities | — | — | $42K | 1.2% | |
| AMERICAN GLOBAL GROWTH R4 Mutual Funds | Other securities | — | — | $40K | 1.1% | |
| INVESCO FTSE RAFI US 1000 ETF Exchange Traded/Closed End Funds | Mutual Funds | — | — | $37K | 1.1% | |
| GOTHAM NEUTRAL I Mutual Funds | Other securities | — | — | $33K | 0.9% | |
| FPA NEW INCOME FD Mutual Funds | Other securities | — | — | $30K | 0.9% | |
| VANGUARD TTL STK MKT ETF Exchange Traded/Closed End Funds | Mutual Funds | — | — | $30K | 0.8% | |
| INVESCO FTSE RAFI DEV MRKTS EX Exchange Traded/Closed End Funds | Mutual Funds | — | — | $29K | 0.8% | |
| INVESCO FTSE RAFI EMER MRKTS Exchange Traded/Closed End Funds | Mutual Funds | — | — | $26K | 0.7% | |
| FEDERATED HRMS PRIME CS OBL WS Mutual Funds | Other securities | — | — | $25K | 0.7% | |
| Exchange Traded/Closed End Funds * WISDOMTREE US SMALLCAP DIV FND Exchange Traded/Closed End Funds | Other securities | — | — | $23K | 0.7% | |
| AMERICAN 2020 TARGET RET R4 Mutual Funds | Other securities | — | — | $22K | 0.6% | |
| SCH FND EM LG ETF Exchange Traded/Closed End Funds | Other securities | — | — | $17K | 0.5% | |
| JPMORGAN UNDSC MNGR BEHV VL I Mutual Funds | Other securities | — | — | $17K | 0.5% | |
| LYRICAL US VALUE EQUITY INSTL Mutual Funds | Other securities | — | — | $17K | 0.5% | |
| KOPERNIK GLB ALL CAP INSTL Mutual Funds | Other securities | — | — | $13K | 0.4% | |
| FEDERATED HRMS TREASURY OBL IS Mutual Funds | Other securities | — | — | $12K | 0.3% | |
| PZENA EMERGING MKTS VAL INST Mutual Funds | Other securities | — | — | $11K | 0.3% | |
| TWEEDY BROWNE INTL VALUE FD Mutual Funds | Other securities | — | — | $9K | 0.3% | |
| ISHARES MSCI UNITED KINGDOM ET Exchange Traded/Closed End Funds | Other securities | — | — | $8K | 0.2% | |
| SCH FND INTL SM ETF Exchange Traded/Closed End Funds | Other securities | — | — | $7K | 0.2% | |
| WISDOMTREE JAPAN SM CAP DIV Exchange Traded/Closed End Funds | Other securities | — | — | $7K | 0.2% | |
| INTEL CORP Stocks | Common Stocks | — | — | $5K | 0.1% | |
| COMCAST CORP (NEW) CLASS A Stocks | Common Stocks | — | — | $4K | 0.1% | |
| PIMCO DYNAMIC INCOME OPRNTS FD Exchange Traded/Closed End Funds | Mutual Funds | — | — | $4K | 0.1% | |
| VANGUARD TOTAL INTL STOCK ETF Exchange Traded/Closed End Funds | Mutual Funds | — | — | $4K | 0.1% | |
| SPROTT PHYSICAL GOLD TRUST Exchange Traded/Closed End Funds | Other securities | — | — | $3K | <0.1% | |
| Stocks * AMKOR TECHNOLOGY INC Stocks | Common Stocks | — | — | $3K | <0.1% | |
| VANECK GOLD MINERS ETF Exchange Traded/Closed End Funds | Other securities | — | — | $3K | <0.1% | |
| AT&T INC Stocks | Common Stocks | — | — | $2K | <0.1% | |
| AMERICAN NEW PERSPECTIVE R4 Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| ATKORE INC Stocks | Common Stocks | — | — | $2K | <0.1% | |
| UNDER ARMOUR INC CL A Stocks ** 202 * WARNER BROS DISCOVERY INC SER Stocks | Common Stocks | — | — | $2K | <0.1% | |
| RIVIAN AUTOMOTIVE INC CL A Stocks ** 587 * SLEEP NUMBER CORP Stocks | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
