Lindy Smiley signed LNR Property LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LNR Property LLC's EIN is 80-0636828.
Download the official 2024 Form 5500 (PDF) for LNR Property LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LNR Property LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ADVISORS INC | 73-1044294 | — | NONE | $10K | — |
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 Institutional Index | Mutual Funds | — | — | $26.4M | 22.6% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $13.4M | 11.5% | |
| Harbor Capital Harbor Capital Appreciation | Other securities | — | — | $13.0M | 11.2% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $10.3M | 8.9% | |
| Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $9.3M | 8.0% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $8.6M | 7.4% | |
| Vanguard Total International Stock Instl | Mutual Funds | — | — | $8.0M | 6.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $6.5M | 5.6% | |
| MORLEY STABLE VALUE FUND Common Collective Trust Fund | Stable Value | — | — | $5.7M | 4.9% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $5.5M | 4.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.3M | 4.6% | |
| JP Morgan JP Morgan Mid Capital Value | Other securities | — | — | $4.2M | 3.6% | |
| Charles Schwab Personal Choice Retirement Account - Unit | Self-Directed Brokerage | — | — | $4.1M | 3.5% | |
| Vanguard Mid Capital Growth | Mutual Funds | — | — | $2.8M | 2.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.8M | 2.4% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $1.9M | 1.6% | |
| State Street State Street Target Retirement 2060 K | Other securities | — | — | $1.6M | 1.3% | |
| Pimco Global Bond Opps USD HDGD I | Mutual Funds | — | — | $1.3M | 1.1% | |
| State Street State Street Target Retirement 2035 K | Other securities | — | — | $1.2M | 1.0% | |
| State Street State Street Target Retirement 2055 K | Other securities | — | — | $867K | 0.7% | |
| State Street State Street Target Retirement 2050 K | Other securities | — | — | $749K | 0.6% | |
| State Street State Street Target Retirement 2045 K | Other securities | — | — | $600K | 0.5% | |
| Notes Receivable From Interest rates ranging 4.25% to 9.50%; $ -- | Bonds / Notes | — | — | $595K | 0.5% | |
| State Street State Street Target Retirement 2040 K | Other securities | — | — | $396K | 0.3% | |
| State Street State Street Target Retirement 2030 K | Other securities | — | — | $360K | 0.3% | |
| State Street State Street Target Retirement K | Other securities | — | — | $108K | <0.1% | |
| State Street State Street Target Retirement 2020 K | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $491 | — |
