Tommy Horst signed Luihn Vantedge Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Luihn Vantedge Partners LLC's EIN is 83-2686934.
Download the official 2024 Form 5500 (PDF) for Luihn Vantedge Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Luihn Vantedge Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.9M | 97.0% | |
| MyCompass Index Moderate 2045 Fund R 28,275 # | Other securities | — | — | $442K | 23.1% | |
| MyCompass Index Moderate 2035 Fund R 19,605 # | Other securities | — | — | $280K | 14.6% | |
| MyCompass Index Moderate Retirement Fund R 13,126 # | Other securities | — | — | $161K | 8.4% | |
| MyCompass Index Moderate 2055 Fund R 9,695 # | Other securities | — | — | $157K | 8.2% | |
| MyCompass Index Aggressive 2045 Fund R 7,761 # | Other securities | — | — | $131K | 6.8% | |
| MyCompass Index Aggressive 2055 Fund R 6,776 # | Other securities | — | — | $109K | 5.7% | |
| MyCompass Index Aggressive Retirement Fund R 7,921 # | Other securities | — | — | $103K | 5.4% | |
| MyCompass Index Conservative 2035 Fund R 7,467 # | Other securities | — | — | $95K | 5.0% | |
| MyCompass Index Conservative Retirement Fund 7,876 # | Other securities | — | — | $91K | 4.8% | |
| MyCompass Index Conservative 2055 Fund 4,391 # | Other securities | — | — | $69K | 3.6% | |
| MyCompass Index Aggressive 2065 Fund R 6,082 # | Other securities | — | — | $68K | 3.5% | |
| Voya Fixed Account - # | Other securities | — | — | $54K | 2.8% | |
| 2024 34,632 N 100 - | Other securities | — | — | $35K | 1.8% | |
| Fidelity 500 Index Fund 1,374 # | Common Collective Trusts | — | — | $31K | 1.6% | |
| MyCompass Index Conservative 2065 Fund 2,226 # | Other securities | — | — | $26K | 1.3% | |
| American Funds American Balanced Fund R6 787 # | Mutual Funds | — | — | $22K | 1.1% | |
| MyCompass Index Conservative 2045 Fund 1,388 # | Other securities | — | — | $20K | 1.0% | |
| MyCompass Index Aggressive 2035 Fund R 763 # | Other securities | — | — | $12K | 0.6% | |
| 2023 11,376 N - | Other securities | — | — | $11K | 0.6% | |
| MyCompass Index Moderate 2065 Fund R 723 # | Other securities | — | — | $8K | 0.4% | |
| Voya Government Money Market Fund A 367 # | Cash / Money Market | — | — | $5K | 0.3% | |
| JPMorgan Large Cap Growth Fund R6 61 # | Other securities | — | — | $4K | 0.2% | |
| DFA Real Estate Securities Portfolio Inst 154 # | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Total International Stock Index Fund Adm 218 # | Common Collective Trusts | — | — | $3K | 0.2% | |
| American Funds New Perspective R6 70 # | Mutual Funds | — | — | $3K | 0.1% | |
| Neuberger Berman Mid Cap Growth Fund R6 57 # | Other securities | — | — | $2K | 0.1% | |
| PGIM High Yield Fund R6 156 # | Other securities | — | — | $2K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Adm 194 # | Common Collective Trusts | — | — | $2K | 0.1% | |
| American Funds Capital World Bond R6 221 # | Mutual Funds | — | — | $2K | 0.1% | |
| MFS Mid Cap Value Fund R6 84 # | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Inst 169 # | 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.
