Marcus Abramowitz signed Lokal Homes, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lokal Homes, LLC's EIN is 46-3071539.
Download the official 2024 Form 5500 (PDF) for Lokal Homes, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lokal Homes, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $1.1M | 22.2% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $866K | 17.1% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $629K | 12.5% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $510K | 10.1% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $462K | 9.2% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $411K | 8.1% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $286K | 5.7% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $250K | 4.9% | |
| FIDELITY 500 INDEX Mutual Fund | Mutual Funds | — | — | $108K | 2.1% | |
| Notes Receivable from Participants (interest rates between 4.16% and 9.50% maturing through October 2029) | Bonds / Notes | — | — | $89K | 1.8% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $72K | 1.4% | |
| VICTORY CORE PLUS INTERMEDIATE BOND R6 Mutual Fund | Other securities | — | — | $54K | 1.1% | |
| Investments, at contract value ** EI FIXED ACCOUNT - SERIES CLASS I Guaranteed Investment Contract | Stable Value | — | — | $42K | 0.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $31K | 0.6% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $31K | 0.6% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $28K | 0.6% | |
| PGIM HIGH-YIELD R6 Mutual Fund | Other securities | — | — | $16K | 0.3% | |
| FIDELITY INTL CPTL APPREC K6 Mutual Fund | Mutual Funds | — | — | $15K | 0.3% | |
| MFS MID CAP GROWTH R6 Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| PIMCO REAL RETURN INSTL Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| PUTNAM LARGE CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRUDENTIAL DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| HAYS GROUP INC DBA HAYS COMPANIES | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $20K | — |
| HAYS FINANCIAL GROUP LLC | 41-1931920 | — | INVESTMENT ADVISORY - PL | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | — | MAPLE GROVE, MN | CONTRACT ADMIN | $14K | — |
