Glenn Wright signed Lynch Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lynch Management Company's EIN is 59-2607387.
Download the official 2024 Form 5500 (PDF) for Lynch Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lynch Management Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP INC | 54-1900002 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $2.1M | 11.8% | |
| VOYA MULTI-MGR INTL SM CP I FD | Other securities | — | $0 | $1.8M | 10.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.2M | 7.0% | |
| PIMCO Comm Real Rtrn Str A Fnd | Mutual Funds | — | $0 | $1.2M | 7.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $1.2M | 6.5% | |
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $1.1M | 6.4% | |
| Prin LifeTime 2020 Sep Acct-R5 | Pooled Separate Accounts | — | $0 | $1.0M | 5.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $951K | 5.4% | |
| PRIN LIFETM 2070 SEP ACCT-R5 | Pooled Separate Accounts | — | $0 | $906K | 5.1% | |
| Amer Funds New World R3 Fund | Other securities | — | $0 | $878K | 4.9% | |
| MFS Intl Diversification R2 Fd | Mutual Funds | — | $0 | $772K | 4.3% | |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $751K | 4.2% | |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $574K | 3.2% | |
| Prin MidCap Value I SA-R5 | Common Stocks | — | $0 | $574K | 3.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $523K | 2.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $522K | 2.9% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $440K | 2.5% | |
| Prin MidCap S&P 400 Idx SA-R5 | Common Collective Trusts | — | $0 | $411K | 2.3% | |
| PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $411K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $381K | 2.1% | |
| Prin U.S. Property Sep Acct-R5 | Pooled Separate Accounts | — | $0 | $381K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $342K | 1.9% | |
| Prin SmCap S&P 600 Index SA-R5 | Common Stocks | — | $0 | $342K | 1.9% | |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $324K | 1.8% | |
| AB Global Bond A Fund | Other securities | — | $0 | $284K | 1.6% | |
| MFS Value R2 Fund | Mutual Funds | — | $0 | $242K | 1.4% | |
| Vanguard Growth & Income Inv | Mutual Funds | — | $0 | $235K | 1.3% | |
| T. Rowe Price Cap App Adv Fund | Other securities | — | $0 | $147K | 0.8% | |
| AB Large Cap Growth A Fund | Other securities | — | $0 | $131K | 0.7% | |
| PRIN U.S. PROPERTY SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $119K | 0.7% | |
| PGIM JENN SM CO R2 FUND | Common Stocks | — | $0 | $119K | 0.7% | |
| Prin LifeTime 2055 Sep Acct-R5 | Pooled Separate Accounts | — | $0 | $78K | 0.4% | |
| PRIN LIFETM 2065 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $76K | 0.4% | |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $74K | 0.4% | |
| Amer Cent Heritage Inv Fund | Other securities | — | $0 | $48K | 0.3% | |
| Am Fds Grth Fd of Am R3 Fund | Other securities | — | $0 | $39K | 0.2% | |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $31K | 0.2% | |
| Amer Cent Sm Cp Value Inv Fund | Other securities | — | $0 | $31K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $31K | 0.2% | |
| Prin LifeTime 2050 Sep Acct-R5 | Pooled Separate Accounts | — | $0 | $1K | <0.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
