VU TRAN signed Lenbrook Square Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lenbrook Square Foundation, Inc.'s EIN is 58-1416841.
Download the official 2024 Form 5500 (PDF) for Lenbrook Square Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lenbrook Square Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Dte Rtm 2070 R6 Fd ** 382 DFA US Large Company I Fund | Mutual Funds | — | — | $1.4M | 12.7% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $1.1M | 10.5% | |
| Principal Guaranteed Option | Other securities | — | — | $947K | 8.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $816K | 7.6% | |
| American Funds Trgt Dte Rtm 2035 R6 Fd | Mutual Funds | — | — | $803K | 7.5% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $764K | 7.1% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $666K | 6.2% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $640K | 6.0% | |
| DFA US Small Cap I Fund | Mutual Funds | — | — | $517K | 4.8% | |
| American Funds Trgt Dte Rtm 2055 R6 Fd | Mutual Funds | — | — | $468K | 4.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $381K | 3.5% | |
| Goldman Sachs Sm Cp Vl Ins R6 Fd ** 133 MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $349K | 3.2% | |
| American Funds Trgt Dte Rtm 2025 R6 Fd | Mutual Funds | — | — | $341K | 3.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $251K | 2.3% | |
| American Funds Trgt Dte Rtm 2030 R6 Fd | Mutual Funds | — | — | $227K | 2.1% | |
| American Funds Trgt Dte Rtm 2020 R6 Fd | Mutual Funds | — | — | $187K | 1.7% | |
| American Funds Trgt Dte Rtm 2045 R6 Fd | Mutual Funds | — | — | $181K | 1.7% | |
| American Funds Trgt Dte Rtm 2050 R6 Fd | Mutual Funds | — | — | $179K | 1.7% | |
| American Funds Trgt Dte Rtm 2040 R6 Fd | Mutual Funds | — | — | $176K | 1.6% | |
| Brown Adv SmCp Grwth Inst Fd | Other securities | — | — | $105K | 1.0% | |
| American Funds Trgt Dte Rtm 2060 R6 Fd | Mutual Funds | — | — | $88K | 0.8% | |
| American Funds Trgt Dte Rtm 2065 R6 Fd | Mutual Funds | — | — | $71K | 0.7% | |
| (E) | Other securities | — | — | $57K | 0.5% | |
| American Funds Trgt Dte Rtm 2010 R6 Fd ** 726 American Funds Trgt Dte Rtm 2015 R6 Fd | Mutual Funds | — | — | $57K | 0.5% | |
| (E) | Other securities | — | — | $37K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $37K | 0.3% |
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $14K | — |
