Susannah Blumenstock signed Lilac Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lilac Solutions, Inc.'s EIN is 81-2946618.
Download the official 2024 Form 5500 (PDF) for Lilac Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lilac Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL INC. | 94-3354450 | — | RECORDKEEPER | $6K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 K N/R | Other securities | — | — | $2.0M | 40.5% | |
| BlackRock LifePath Index 2040 K N/R | Other securities | — | — | $793K | 16.2% | |
| iShares S&P 500 Index K N/R | Common Collective Trusts | — | — | $601K | 12.3% | |
| BlackRock LifePath Index 2050 K N/R | Other securities | — | — | $265K | 5.4% | |
| Vanguard Growth Index Admiral N/R | Mutual Funds | — | — | $245K | 5.0% | |
| iShares Russell Small/Mid-Cap Index K N/R | Other securities | — | — | $228K | 4.7% | |
| BlackRock LifePath Index 2030 K N/R | Mutual Funds | — | — | $182K | 3.7% | |
| BlackRock LifePath Index Retirement K N/R | Other securities | — | — | $150K | 3.1% | |
| BlackRock LifePath Index 2045 K N/R | Other securities | — | — | $138K | 2.8% | |
| Self-Directed Brokerage Accounts * Fidelity Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $53K | 1.1% | |
| Dodge & Cox Stock X N/R 685 iShares MSCI EAFE International Index K N/R | Mutual Funds | — | — | $51K | 1.0% | |
| Vanguard Federal Money Market Admiral N/R | Mutual Funds | — | — | $33K | 0.7% | |
| BlackRock LifePath Index 2060 K N/R | Other securities | — | — | $29K | 0.6% | |
| Dimensional Fund Advisors U.S. Small Cap I N/R | Mutual Funds | — | — | $29K | 0.6% | |
| BlackRock LifePath Index 2035 K N/R | Other securities | — | — | $27K | 0.5% | |
| State Street Emerging Markets Equity Index K N/R | Common Collective Trusts | — | — | $24K | 0.5% | |
| iShares U.S. Aggregate Bond Index K N/R | Other securities | — | — | $20K | 0.4% | |
| Vanguard Value Index Admiral N/R | Mutual Funds | — | — | $19K | 0.4% | |
| BlackRock LifePath Index 2065 K N/R | Other securities | — | — | $13K | 0.3% | |
| J.P. Morgan Large Cap Growth R6 N/R | Other securities | — | — | $5K | <0.1% | |
| Participant loans Interest rates at 9.50% - 10.50% $0 | Bonds / Notes | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
