Lyons Magnus, LLC's EIN is 82-2966358.
Download the official 2024 Form 5500 (PDF) for Lyons Magnus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lyons Magnus, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $205K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TR-J T. ROWE PRICE · EIN 38-7010946 / PN 004 | Common Collective Trust | — | — | $6.2M | 11.5% | |
| MassMutual SAGIC Core Bond Fund Guaranteed investment contract | Stable Value | — | — | $5.5M | 10.2% | |
| T. ROWE PRICE RETIREMENT 2040 TR-J T. ROWE PRICE · EIN 35-6941729 / PN 004 | Common Collective Trust | — | — | $5.4M | 10.1% | |
| Fidelity 500 Fund Mutual fund | Mutual Funds | — | — | $5.4M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2050 TR-J T. ROWE PRICE · EIN 30-6303214 / PN 004 | Common Collective Trust | — | — | $5.3M | 9.8% | |
| JPMorgan Mid Cap Growth Fund Mutual fund | Other securities | — | — | $2.7M | 4.9% | |
| Putnam Core Equity Fund Mutual fund | Mutual Funds | — | — | $2.1M | 3.9% | |
| Vanguard Total International Stock Fund Mutual fund | Mutual Funds | — | — | $1.6M | 3.0% | |
| MassMutual Disciplined Growth Fund Mutual fund | Other securities | — | — | $1.6M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2035 TR-J T. ROWE PRICE · EIN 36-7595013 / PN 004 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2020 TR-J T. ROWE PRICE · EIN 36-7594871 / PN 004 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2060 TR-J T. ROWE PRICE · EIN 47-1088316 / PN 004 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR-J T. ROWE PRICE · EIN 37-6495447 / PN 004 | Common Collective Trust | — | — | $1.4M | 2.5% | |
| Notes Receivable from Participants (participant loans) Interest rates 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.3M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2045 TR-J T. ROWE PRICE · EIN 32-6199848 / PN 004 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| JPMorgan Total Return Fund Mutual fund | Other securities | — | — | $1.1M | 2.0% | |
| Vanguard Small Cap Fund Mutual fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| Vanguard Mid Cap Fund Mutual fund | Mutual Funds | — | — | $984K | 1.8% | |
| American Funds Washington Mutual Fund Mutual fund | Mutual Funds | — | — | $946K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2055 TR-J T. ROWE PRICE · EIN 35-6941728 / PN 004 | Common Collective Trust | — | — | $895K | 1.7% | |
| Blackrock Technology Opportunities Fund Mutual fund | Other securities | — | — | $876K | 1.6% | |
| Vanguard Intermediate-Term Bond Fund Mutual fund | Mutual Funds | — | — | $622K | 1.2% | |
| T. Rowe Price New Horizons Fund Mutual fund | Other securities | — | — | $402K | 0.7% | |
| JPMorgan Mid Cap Value Fund Mutual fund | Other securities | — | — | $377K | 0.7% | |
| MFS New Discovery Value Fund Mutual fund | Mutual Funds | — | — | $306K | 0.6% | |
| American Funds International Growth and Income Fund Mutual fund | Mutual Funds | — | — | $300K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TR-J T. ROWE PRICE · EIN 32-6199795 / PN 004 | Common Collective Trust | — | — | $227K | 0.4% | |
| Janus Henderson Global Life Sciences Fund Mutual fund | Mutual Funds | — | — | $215K | 0.4% | |
| MassMutual US Government Money Market Fund Mutual fund | Cash / Money Market | — | — | $141K | 0.3% | |
| Invesco Gold & Special Minerals Fund Mutual fund | Mutual Funds | — | — | $58K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR-J T. ROWE PRICE · EIN 61-6434302 / PN 004 | Common Collective Trust | — | — | $39K | <0.1% | |
| MFS International New Discovery Fund Mutual fund | Mutual Funds | — | — | $32K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR-J T. ROWE PRICE · EIN 35-6941654 / PN 004 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAGEVIEW ADVISORY GROUP, LLC |
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON, QUINN & ASSOCIATES | — | EMERYVILLE, CA | CONTRACT ADMIN | $0 | — |
