Natalie McIntyre signed Lionstone Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lionstone Care, LLC's EIN is 82-4561652.
Download the official 2024 Form 5500 (PDF) for Lionstone Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lionstone Care, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| SUB-ACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 97.7% | |
| JH 2035 Mutal Funds | Other securities | — | — | $365K | 15.7% | |
| JH 2030 Mutal Funds | Other securities | — | — | $309K | 13.3% | |
| JH 2050 Mutal Funds | Other securities | — | — | $208K | 9.0% | |
| JH 2045 Mutal Funds | Other securities | — | — | $197K | 8.5% | |
| AF CAP WB Mutal Funds - AF BFOAF Mutal Funds | Other securities | — | — | $164K | 7.1% | |
| JH 2040 Mutal Funds | Other securities | — | — | $101K | 4.4% | |
| HERITAGE Mutal Funds | Other securities | — | — | $94K | 4.1% | |
| JH2060 Mutal Funds | Other securities | — | — | $93K | 4.0% | |
| AF WASHMUT Mutal Funds | Other securities | — | — | $90K | 3.9% | |
| JH 2055 Mutal Funds | Other securities | — | — | $84K | 3.6% | |
| IDX 500 Mutal Funds | Common Collective Trusts | — | — | $77K | 3.3% | |
| HEALTH SCI Mutal Funds | Other securities | — | — | $71K | 3.0% | |
| SMCP GR IN Mutal Funds | Other securities | — | — | $59K | 2.6% | |
| PRUJEN MCG Mutal Funds | Other securities | — | — | $42K | 1.8% | |
| JH 2025 Mutal Funds | Other securities | — | — | $38K | 1.6% | |
| JH 2065 Mutal Funds | Other securities | — | — | $36K | 1.5% | |
| LOAN SA 1 Loans | Common Stocks | — | — | $31K | 1.3% | |
| AF FUN INV Mutal Funds | Other securities | — | — | $29K | 1.2% | |
| SMALL VAL Mutal Funds | Other securities | — | — | $28K | 1.2% | |
| VS CAP APP Mutal Funds | Other securities | — | — | $26K | 1.1% | |
| VS UTILIT Mutal Funds | Other securities | — | — | $25K | 1.1% | |
| MASSINVEST Mutal Funds | Other securities | — | — | $21K | 0.9% | |
| AF CAP WGI Mutal Funds | Other securities | — | — | $20K | 0.9% | |
| LOAN SA 2 Loans | Common Stocks | — | — | $17K | 0.7% | |
| STBL VALUE Mutal Funds | Other securities | — | — | $16K | 0.7% | |
| US SML CAP Mutal Funds | Other securities | — | — | $16K | 0.7% | |
| JH 2020 Mutal Funds | Other securities | — | — | $9K | 0.4% | |
| AF NEW PER Mutal Funds | Other securities | — | — | $8K | 0.3% | |
| JPM MCVALU Mutal Funds | Other securities | — | — | $7K | 0.3% | |
| SMCP VA IN Mutal Funds | Other securities | — | — | $6K | 0.3% | |
| AF US GOV Mutal Funds | Other securities | — | — | $6K | 0.3% | |
| WISDOM SC Mutal Funds | Other securities | — | — | $6K | 0.3% | |
| LOAN SA 3 Loans | Common Stocks | — | — | $5K | 0.2% | |
| WORLD Mutal Funds | Other securities | — | — | $5K | 0.2% | |
| DISCIPVAL Mutal Funds | Other securities | — | — | $5K | 0.2% | |
| WF SMCVF Mutal Funds | Other securities | — | — | $3K | 0.1% | |
| VS HIYLD Mutal Funds | Other securities | — | — | $3K | 0.1% | |
| ENERGY Mutal Funds | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
