ANDY Deeble signed Lionakis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lionakis' EIN is 68-0397596.
Download the official 2024 Form 5500 (PDF) for Lionakis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lionakis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle 2035 Instl | Mutual Funds | — | — | $6.3M | 13.2% | |
| TIAA-CREF Lifecycle 2025 Instl | Mutual Funds | — | — | $5.4M | 11.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.0M | 10.4% | |
| TIAA-CREF Lifecycle 2030 Instl | Mutual Funds | — | — | $4.5M | 9.3% | |
| All Spring Core Plus Bond Institutional | Mutual Funds | — | — | $3.0M | 6.4% | |
| TIAA-CREF Lifecycle 2045 Instl | Mutual Funds | — | — | $2.4M | 4.9% | |
| TIAA-CREF Lifecycle 2050 Instl | Mutual Funds | — | — | $2.1M | 4.5% | |
| TIAA-CREF Lifecycle 2020 Instl | Mutual Funds | — | — | $2.0M | 4.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| IPCSV50 PUTNAM STABLE VALUE FUND MUTUAL FUND | Stable Value | — | $1.7M | $1.7M | 3.7% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.5M | 3.0% | |
| IVTMGX VANGARD DEVELOPED MKT MUTUAL FUND | Other securities | — | $1.4M | $1.5M | 3.0% | |
| TIAA-CREF Lifecycle 2040 Instl | Mutual Funds | — | — | $1.5M | 3.0% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $1.4M | 3.0% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $1.1M | 2.4% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Edgewood Growth Instl | Other securities | — | — | $1.0M | 2.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $976K | 2.0% | |
| TIAA-CREF Lifecycle 2055 Instl | Mutual Funds | — | — | $903K | 1.9% | |
| American Funds Inflation Linked BD R6 | Mutual Funds | — | — | $732K | 1.5% | |
| Hartford Schroders International Stock SDR | Other securities | — | $555K | $664K | 1.4% | |
| Delaware Emerging Markets Instl | Other securities | — | $619K | $612K | 1.3% | |
| TIAA-CREF Lifecycle 2015 Instl | Mutual Funds | — | — | $561K | 1.2% | |
| TIAA-CREF Lifecycle 2060 Instl | Mutual Funds | — | — | $327K | 0.7% | |
| IFTXSX FULLERTHALER BEHAVIORAL SMALLCP GRW INSTMUTUAL FUND | Other securities | — | $277K | $300K | 0.6% | |
| IBGHSX BrandywineGLOBAL High Yield IS MUTUAL FUND | Other securities | — | $291K | $282K | 0.6% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $269K | 0.6% | |
| American Funds Fundamental Investors R6 | Mutual Funds | — | — | $237K | 0.5% | |
| IRFNGX AMERICAN FUNDS FUNDAMENT MUTUAL FUND | Mutual Funds | — | $197K | $237K | 0.5% | |
| Baron Growth Instl | Other securities | — | — | $194K | 0.4% | |
| TIAA-CREF Lifecycle Retire Inc Instl | Mutual Funds | — | — | $176K | 0.4% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates range from 5.25% - 10.50% | Bonds / Notes | — | — | $173K | 0.4% | |
| PARTICIPANT LOANS VARIOUS RATE 5.25% - 10.50% | Bonds / Notes | — | $159K | $159K | 0.3% | |
| Delaware Small Cap Value Instl | Other securities | — | $119K | $136K | 0.3% | |
| PIMCO Emerging Markets Bond Instl | Mutual Funds | — | — | $122K | 0.3% | |
| PIMCO Commodity Real Ret Strat Instl | Mutual Funds | — | — | $93K | 0.2% | |
| Wells Fargo Spec MD CP Val I | Other securities | — | — | $86K | 0.2% | |
| IPCSV50 PUTNAM STABLE VALUE FUND MUTUAL FUND | Stable Value | — | $35K | $35K | <0.1% | |
| TIAA-CREF Lifecycle 2010 Instl | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Global Multi-Sector BD I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $94K |
| — |
