Lee FP, Inc. DBA Cypress Living's EIN is 65-0184989.
Download the official 2024 Form 5500 (PDF) for Lee FP, Inc. DBA Cypress Living from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee FP, Inc. DBA Cypress Living's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | NONE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Admiral | Mutual Funds | — | — | $3.1M | 22.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 11.5% | |
| GREAT GRAY CIT LARGE CAP GROWTH FUN GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $809K | 5.9% | |
| GREAT GRAY MID CAP GROWTH GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $712K | 5.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $630K | 4.6% | |
| WILMINGTON TRUST CORE BOND FUND WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $616K | 4.5% | |
| WILMINGTON TRUST LARGE CAP VALUE WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $590K | 4.3% | |
| The Standard Stable Asset Fund | Other securities | — | — | $544K | 4.0% | |
| Fidelity Small Cap Index Fund Instl Premium Class | Common Collective Trusts | — | — | $543K | 4.0% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $521K | 3.8% | |
| GREAT GRAY MFS GROWTH CIT CL S GREAT GRAY TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $519K | 3.8% | |
| GREAT GRAY INTERNATIONAL EQUITY GREAT GRAY TRUST · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $501K | 3.7% | |
| Vanguard Interm-Term Treasury Adm | Mutual Funds | — | — | $478K | 3.5% | |
| WILMINGTON TRUST SMALL GROWTH FUND WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $450K | 3.3% | |
| WILMINGTON TRUST SMALL CAP VALUE WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $419K | 3.1% | |
| PIMCO Foreign Bond | Mutual Funds | — | — | $402K | 2.9% | |
| Participants Participant Loans Rates from 3.25% to 9.50%, Maturities Through 2029 - | Bonds / Notes | — | — | $365K | 2.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $341K | 2.5% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities | Mutual Funds | — | — | $330K | 2.4% | |
| Vanguard Specialized Real Estate Index Admiral | Mutual Funds | — | — | $92K | 0.7% | |
| Fidelity Select Materials Portfolio | Mutual Funds | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
