Cheryl Lieber signed Nations Lending Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nations Lending Corporation's EIN is 77-0605392.
Download the official 2024 Form 5500 (PDF) for Nations Lending Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nations Lending Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $107K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index I Mutual Fund N/A | Common Collective Trusts | — | — | $5.4M | 22.0% | |
| Western Asset Core Bond IS Mutual Fund N/A | Other securities | — | — | $2.0M | 8.1% | |
| Franklin Dynatech R6 Mutual Fund N/A | Mutual Funds | — | — | $2.0M | 8.1% | |
| Ishares MSCI EAFE International Index A Mutual Fund N/A | Other securities | — | — | $1.7M | 7.1% | |
| Invesco Diversified Dividend R5 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 6.1% | |
| American Funds New Word Fund R4 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 6.1% | |
| Victory Sycamore Established Value R6 Mutual Fund N/A | Other securities | — | — | $971K | 3.9% | |
| Janus Henderson Global Equity Income I Mutual Fund N/A | Mutual Funds | — | — | $947K | 3.8% | |
| Empower Annuity Insurance Company of America * Key Guaranteed Portfolio Fund Group Annuity Contract N/A | Common Stocks | — | — | $903K | 3.7% | |
| Columbia Mid Cap Index Instl 3 Mutual Fund N/A | Other securities | — | — | $873K | 3.5% | |
| Eaton Vance Atlanta Capital Smid-Cap I Mutual Fund N/A | Other securities | — | — | $788K | 3.2% | |
| Invesco Oppenheimer International Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $761K | 3.1% | |
| Columbia Small Cap Index Instl 3 Mutual Fund N/A | Other securities | — | — | $720K | 2.9% | |
| Janus Henderson Triton I Mutual Fund N/A | Mutual Funds | — | — | $661K | 2.7% | |
| Invesco Small Cap Value R6 Mutual Fund N/A | Mutual Funds | — | — | $632K | 2.6% | |
| PGIM High-Yield R6 Mutual Fund N/A | Other securities | — | — | $584K | 2.4% | |
| DWS Enhanced Commodity Strategy Instl Mutual Fund N/A | Other securities | — | — | $497K | 2.0% | |
| PGIM Global Total Return R4 Mutual Fund N/A | Other securities | — | — | $432K | 1.8% | |
| Principal Global Real Estate Sec Instl Mutual Fund N/A | Other securities | — | — | $430K | 1.7% | |
| American Century Infl Adj Bond Inv Mutual Fund N/A | Other securities | — | — | $388K | 1.6% | |
| Pimco Income Instl Mutual Fund N/A | Mutual Funds | — | — | $372K | 1.5% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund N/A | Other securities | — | — | $235K | 1.0% | |
| Franklin Income R6 Mutual Fund N/A | Mutual Funds | — | — | $162K | 0.7% | |
| First Eagle Global I Mutual Fund N/A | Other securities | — | — | $143K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL ASSOCIATES INC. | — | FAIRVIEW PARK, OH | CONTRACT ADMINISTRATOR | $28K | — |
