Shannon Jeroszko signed Lifeway Mobility Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifeway Mobility Holdings, LLC's EIN is 47-4807209.
Download the official 2024 Form 5500 (PDF) for Lifeway Mobility Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifeway Mobility Holdings, LLC's plan includes 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP | 90-0138117 | — | ADVISOR | $10K | — |
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 Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $834K | 14.9% | |
| Fidelity Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $599K | 10.7% | |
| Fidelity Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $586K | 10.5% | |
| Fidelity Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $494K | 8.8% | |
| Fidelity Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $475K | 8.5% | |
| Fidelity Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $451K | 8.1% | |
| Fidelity Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $348K | 6.2% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $306K | 5.5% | |
| Fidelity Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $288K | 5.2% | |
| Vangaurd Balanced Index Fund | Common Collective Trusts | — | — | $246K | 4.4% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $108K | 1.9% | |
| Fidelity Index 2020 Fund Institutional Premium Class | Mutual Funds | — | — | $85K | 1.5% | |
| Vangaurd Information Technology Index Admiral Shares | Other securities | — | — | $67K | 1.2% | |
| Fidelity Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $43K | 0.8% | |
| American Funds Bond Fund of America-R6 Share | Mutual Funds | — | — | $39K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $25K | 0.5% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $25K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $16K | 0.3% | |
| JPMorgan Large Cap Growth Fund-R6 Shares | Other securities | — | — | $16K | 0.3% | |
| Great Gray MetLife Stable Value Solutions Fund II F0 | Stable Value | — | — | $15K | 0.3% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $15K | 0.3% | |
| Vanguard Health Care Index Fund-Admiral Shares | Common Collective Trusts | — | — | $7K | 0.1% | |
| Parnassus Value Equity Fund Investor Shares | Other securities | — | — | $6K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $2K | <0.1% | |
| RT METLIFE STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GG METLIFE STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | 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.
