Lonny Bernath signed Lolly Therapeutics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lolly Therapeutics LLC's EIN is 46-4687452.
Download the official 2024 Form 5500 (PDF) for Lolly Therapeutics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lolly Therapeutics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $9K | — |
| THE RETIREMENT ADVANTAGE, INC | 39-1816008 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLONIAL TRUST ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $730K | 97.3% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $143K | 19.1% | |
| MFS VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 904 | Pooled Separate Account | — | — | $102K | 13.6% | |
| MAINSTAY WINSLOW LARGE CAP GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 934 | Pooled Separate Account | — | — | $99K | 13.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $58K | 7.7% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $41K | 5.5% | |
| MAINSTAY MACKAY HIGH YIELD CORPORAT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 939 | Pooled Separate Account | — | — | $28K | 3.8% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 915 | Pooled Separate Account | — | — | $26K | 3.5% | |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $25K | 3.4% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $25K | 3.3% | |
| CLEARBRIDGE SMALL CAP GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $21K | 2.8% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $18K | 2.4% | |
| BLACKROCK HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $16K | 2.2% | |
| AMERICAN CENTURY EMERGING MARKETS R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 024 | Pooled Separate Account | — | — | $16K | 2.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $12K | 1.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $11K | 1.5% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $11K | 1.5% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $8K | 1.1% | |
| AMERICAN CENTURY HERITAGE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 849 | Pooled Separate Account | — | — | $8K | 1.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $7K | 0.9% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $6K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $6K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $2K | 0.3% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $0 | <0.1% |
| 57-1059854 |
| — |
| INVESTMENT ADVISOR |
| $1K |
| — |
