Michael Janness signed LC Services 1, LLC DBA Oakpoint's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LC Services 1, LLC DBA Oakpoint's EIN is 83-3239171.
Download the official 2024 Form 5500 (PDF) for LC Services 1, LLC DBA Oakpoint from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LC Services 1, LLC DBA Oakpoint'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | 06-1493970 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2045 Inst | Mutual Funds | — | — | $2.8M | 15.0% | |
| TIAA-CREF Lifecycle Index 2035 Inst | Mutual Funds | — | — | $2.7M | 14.3% | |
| Tiaa-Cref Lifecycle Index 2050 Inst | Mutual Funds | — | — | $2.2M | 11.9% | |
| TIAA-CREF Lifecycle Index 2055 Inst | Mutual Funds | — | — | $1.7M | 8.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 6.7% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $829K | 4.5% | |
| TIAA-CREF Lifecycle Index 2040 Inst | Mutual Funds | — | — | $751K | 4.0% | |
| TIAA-CREF Lifecycle Index 2060 Inst | Mutual Funds | — | — | $702K | 3.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $677K | 3.6% | |
| TIAA-CREF Lifecycle Index 2010 Inst - TIAA-CREF Lifecycle Index 2020 Inst | Mutual Funds | — | — | $656K | 3.5% | |
| JPMorgan Large Cap Growth Index | Other securities | — | — | $585K | 3.2% | |
| TIAA-CREF Lifecycle Index 2030 Inst | Mutual Funds | — | — | $540K | 2.9% | |
| Vanguard Interm-Term Bond Index | Mutual Funds | — | — | $481K | 2.6% | |
| Vanguard Equity-Income | Mutual Funds | — | — | $395K | 2.1% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $354K | 1.9% | |
| Vanguard MidCap Index | Mutual Funds | — | — | $344K | 1.9% | |
| TIAA-CREF Lifecycle Index 2025 Inst | Mutual Funds | — | — | $306K | 1.6% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $217K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $168K | 0.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $158K | 0.8% | |
| TIAA-CREF Lifecycle Index 2065 Inst | Mutual Funds | — | — | $132K | 0.7% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $121K | 0.7% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $105K | 0.6% | |
| DFA Inflation-Protected Securities | Mutual Funds | — | — | $90K | 0.5% | |
| Vanguard MidCap Value Index Admiral | Mutual Funds | — | — | $87K | 0.5% | |
| Blackrock MidCap Growth Equity K | Other securities | — | — | $55K | 0.3% | |
| AB Small Cap Growth | Other securities | — | — | $52K | 0.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $47K | 0.3% | |
| PGIM High Yield R6 | Other securities | — | — | $40K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
