Isaiah Brown signed Lexipol, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lexipol, LLC's EIN is 71-0934113.
Download the official 2024 Form 5500 (PDF) for Lexipol, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lexipol, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTUREPLAN | — | CHICAGO, IL | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTION | 41-1812533 | — | SERVICE PROVIDER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $23.7M | 97.9% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.4M | 18.0% | |
| MYCOMPASS AMER FDS 2040 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $4.2M | 17.3% | |
| MYCOMPASS AMER FDS 2035 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $3.1M | 12.7% | |
| MYCOMPASS AMER FDS 2045 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $2.9M | 12.1% | |
| MYCOMPASS AMER FDS 2030 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $2.5M | 10.2% | |
| MYCOMPASS AMER FDS 2025 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.1% | |
| MYCOMPASS AMER FDS 2050 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.8% | |
| MYCOMPASS AMER FDS 2055 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| MYCOMPASS AMER FDS 2060 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $693K | 2.9% | |
| MYCOMPASS AMER FDS 2020 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $423K | 1.7% | |
| BLKRCK MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $331K | 1.4% | |
| MYCOMPASS AMER FDS 2010 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $134K | 0.6% | |
| MYCOMPASS AMER FDS 2065 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $98K | 0.4% | |
| MYCOMPASS AMER FDS 2015 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| INTELLICENTS MODERATE AGGR CIF INTELLICENTS MODERATELY AGGRESSIVE CIF · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $821 | <0.1% | |
| INTELLICENTS AGGRESSIVE CIF INTELLICENTS AGGRESSIVE CIF · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $283 | <0.1% | |
| INTELLICENTS CONSERVATIVE CIF INTELLICENTS CONSERVATIVE CIF · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $155 | <0.1% | |
| INTELLICENTS MODERATE CIF INTELLICENTS MODERATE CIF · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
