Charonda McGill signed Lendmark Financial Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lendmark Financial Services, LLC's EIN is 58-2257419.
Download the official 2024 Form 5500 (PDF) for Lendmark Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lendmark Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $245K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $10 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ALLIANT INSURANCE SERVICES INC DBA |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $95K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stable Value Fund * Guaranteed Income Fund Stable Value Fund a $ | Stable Value | — | — | $12.1M | 10.6% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $9.9M | 8.6% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $9.5M | 8.3% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $8.9M | 7.7% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $7.7M | 6.7% | |
| Fidelity 500 Index Fund Registered investment funds a | Common Collective Trusts | — | — | $7.6M | 6.6% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $7.5M | 6.6% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $5.6M | 4.9% | |
| maturing from January 09, 2025 through December 30, 2029 | Other securities | — | — | $4.9M | 4.3% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.2M | 3.7% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $4.1M | 3.6% | |
| Hartford Equity Income R6 Registered investment funds a | Other securities | — | — | $4.0M | 3.5% | |
| Clearbridge Appreciation Fund Registered investment funds a | Other securities | — | — | $3.4M | 2.9% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $2.8M | 2.5% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $2.6M | 2.3% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $2.6M | 2.3% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $2.3M | 2.0% | |
| Fidelity Mid Cap Index Registered investment funds a | Mutual Funds | — | — | $2.1M | 1.9% | |
| American Century Mid Cap Vale R6 Registered investment funds a | Other securities | — | — | $1.8M | 1.5% | |
| PIMCO Income lnstl Registered investment funds a | Mutual Funds | — | — | $1.6M | 1.4% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| JP Morgan Mid Cap Growth R6 Registered investment funds a | Other securities | — | — | $1.3M | 1.1% | |
| American Funds New Perspective R6 Registered investment funds a | Mutual Funds | — | — | $1.2M | 1.0% | |
| American Funds New World R6 Registered investment funds a | Mutual Funds | — | — | $958K | 0.8% | |
| Fidelity Advisor Small Cap Growth Z Registered investment funds a | Mutual Funds | — | — | $922K | 0.8% | |
| John Hancock Small Cap Core R6 Registered investment funds a | Other securities | — | — | $711K | 0.6% | |
| Fidelity International Index Registered investment funds a | Mutual Funds | — | — | $697K | 0.6% | |
| DAY ONE 2065 FUND9892932 EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $690K | 0.6% | |
| PIMCO Real Return INSTL Registered investment funds a | Mutual Funds | — | — | $526K | 0.5% | |
| Fidelity Small Cap Index Registered investment funds a | Mutual Funds | — | — | $457K | 0.4% | |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $56K | <0.1% | |
| Empower Self-directed brokerage Self-directed brokerage accounts a | Self-Directed Brokerage | — | — | $3K | <0.1% |
