April Bettencourt signed Dr. Mark Lynn and Associates, PLLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dr. Mark Lynn and Associates, PLLC's EIN is 61-1331624.
Download the official 2022 Form 5500 (PDF) for Dr. Mark Lynn and Associates, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Dr. Mark Lynn and Associates, PLLC'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 |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Galliard Stable Return C | Other securities | — | — | $223K | 32.2% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $82K | 11.9% | |
| BlackRock US Debt Index Fund | Common Collective Trusts | — | — | $77K | 11.0% | |
| Participants Participant Loans Rates from 4.25% to 6.25% | Bonds / Notes | — | — | $63K | 9.0% | |
| BlackRock Equity Index Fund | Common Collective Trusts | — | — | $48K | 6.9% | |
| PRINCIPAL DIVERSIFIED REAL ASSET CI PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $42K | 6.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $36K | 5.2% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $36K | 5.2% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $26K | 3.7% | |
| T. Rowe Price Blue Chip Growth Fund T4 | Other securities | — | — | $24K | 3.4% | |
| Victory Sycamore Established Value R | Other securities | — | — | $6K | 0.9% | |
| BlackRock MC Eq Index Fund | Common Collective Trusts | — | — | $6K | 0.9% | |
| SCV/KENNEDY CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $6K | 0.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 91-3380069 / PN 001 | Common Collective Trust | — | — | $6K | 0.9% | |
| MassMutual Mid Cap Growth Fund I | Other securities | — | — | $6K | 0.9% | |
| Timesquare Small Cap Growth Fund | Other securities | — | — | $6K | 0.9% | |
| SCG/TIMESSQUARE PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $6K | 0.9% | |
| PRU DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SA/INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308 | 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.
