Catherine Bishop signed LION Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LION Group, Inc.'s EIN is 47-1845529.
Download the official 2024 Form 5500 (PDF) for LION Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LION Group, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | 88-2000569 | — | ADVISOR | $48K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | $4.6M | $4.6M | 12.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.6M | 12.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $22K | $4.5M | 12.1% | |
| Fidelity Freedom 2040 Fund—Class K | Mutual Funds | — | $231K | $2.7M | 7.1% | |
| Fidelity Balanced Fund | Mutual Funds | — | $86K | $2.5M | 6.8% | |
| Invesco Diversified Dividend Fund R5 Class | Mutual Funds | — | $117K | $2.1M | 5.6% | |
| Fidelity Freedom 2035 Fund—Class K | Mutual Funds | — | $116K | $1.8M | 4.8% | |
| Parnassus Investments Parnassus Value Equity Fund Investor Shares | Other securities | — | $33K | $1.7M | 4.6% | |
| Fidelity Freedom 2030 Fund—Class K | Mutual Funds | — | $92K | $1.6M | 4.3% | |
| Fidelity Freedom 2050 Fund—Class K | Mutual Funds | — | $95K | $1.3M | 3.5% | |
| Janus Henderson Investors Janus Henderson Enterprise Fund Class T | Mutual Funds | — | $9K | $1.3M | 3.3% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | $5K | $1.2M | 3.1% | |
| Fidelity Freedom 2060 Fund—Class K | Mutual Funds | — | $71K | $1.0M | 2.7% | |
| Baird Asset Management Baird Core Plus Bond Fund Class Investor | Other securities | — | $97K | $1.0M | 2.7% | |
| Fidelity Freedom 2045 Fund—Class K | Mutual Funds | — | $74K | $1.0M | 2.7% | |
| Fidelity Freedom 2020 Fund—Class K | Mutual Funds | — | $68K | $976K | 2.6% | |
| Fidelity Freedom 2025 Fund—Class K | Mutual Funds | — | $69K | $935K | 2.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $17K | $827K | 2.2% | |
| John Hancock John Hancock Disciplined Value International Fund | Other securities | — | $58K | $755K | 2.0% | |
| American Funds American Funds EuroPacific Growth Fund Class A | Mutual Funds | — | $14K | $727K | 1.9% | |
| Fidelity Freedom 2055 Fund—Class K | Mutual Funds | — | $45K | $716K | 1.9% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $4K | $681K | 1.8% | |
| Fidelity Trust Retirement Government Money Market | Mutual Funds | — | $604K | $604K | 1.6% | |
| T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | Other securities | — | $10K | $452K | 1.2% | |
| Principal SmallCap S&P 600 Index Fund Institutional Class | Common Collective Trusts | — | $16K | $406K | 1.1% | |
| Victory Capital Victory Sycamore Established Value Fund Class A | Other securities | — | $8K | $345K | 0.9% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund 886 | Mutual Funds | — | — | $289K | 0.8% | |
| Fidelity Freedom 2065 Fund—Class K | Mutual Funds | — | $10K | $130K | 0.3% | |
| American Century Investments American Century Mid Cap Value Fund Investor Class | Other securities | — | $8K | $119K | 0.3% | |
| Fidelity Freedom 2015 Fund—Class K | Mutual Funds | — | $2K | $17K | <0.1% | |
| Fidelity Freedom Income Fund—Class K 924 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $13K |
| — |
