Michelle Myers signed Lurin Advisors, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lurin Advisors, LLC's EIN is 81-2725568.
Download the official 2023 Form 5500 (PDF) for Lurin Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lurin Advisors, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom 2045 Fund K6 N/R | Mutual Funds | — | — | $792K | 19.5% | |
| Fidelity Investments Fidelity Freedom 2050 Fund K6 N/R | Mutual Funds | — | — | $586K | 14.4% | |
| Fidelity Investments Fidelity Freedom 2055 Fund K6 N/R | Mutual Funds | — | — | $533K | 13.1% | |
| Fidelity Investments Fidelity Freedom 2040 Fund K6 N/R | Mutual Funds | — | — | $427K | 10.5% | |
| Fidelity Investments Fidelity Freedom 2035 Fund K6 N/R | Mutual Funds | — | — | $323K | 7.9% | |
| Fidelity Investments Fidelity Freedom 2060 Fund K6 N/R | Mutual Funds | — | — | $240K | 5.9% | |
| Fidelity Investments Fidelity Freedom 2025 Fund K6 N/R | Mutual Funds | — | — | $187K | 4.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund K6 N/R | Mutual Funds | — | — | $155K | 3.8% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $139K | 3.4% | |
| Participant Loans Interest rates: 7.25% - 9.50% $0 | Bonds / Notes | — | — | $104K | 2.6% | |
| John Hancock John Hancock Disciplined Value Mid Cap N/R | Other securities | — | — | $80K | 2.0% | |
| Fund R6 * Fidelity Investments Fidelity Freedom 2065 Fund K6 N/R | Mutual Funds | — | — | $69K | 1.7% | |
| JP Morgan JP Morgan Equity Income Fund R6 N/R | Other securities | — | — | $65K | 1.6% | |
| BlackRock Investments BlackRock Mid-Cap Growth Equity Fund K N/R | Other securities | — | — | $50K | 1.2% | |
| JP Morgan JMP Large Cap Growth R6 N/R | Other securities | — | — | $50K | 1.2% | |
| MFS Investment Management MFS Intl Diversification Fund R6 N/R | Mutual Funds | — | — | $48K | 1.2% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $48K | 1.2% | |
| Western Asset Western Asset Core Plus Bond Fund N/R | Other securities | — | — | $38K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $38K | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $29K | 0.7% | |
| PIMCO GNMA & Government Sec Fund I N/R | Agency / Mortgage-Backed | — | — | $22K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2020 Fund K6 N/R | Mutual Funds | — | — | $18K | 0.4% | |
| Fidelity Investments Fidelity Advisor High Income Advantage N/R | Mutual Funds | — | — | $16K | 0.4% | |
| Fund Loomis Sayles LS Infl Pro Sec N N/R | Other securities | — | — | $5K | 0.1% | |
| Alliance Bernstein AB Small Cap Growth Fund Z N/R | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2005 Fund K6 N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
