Niriksha Kannan signed LLI Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LLI Holdings, Inc.'s EIN is 83-3829690.
Download the official 2024 Form 5500 (PDF) for LLI Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LLI Holdings, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | SEATTLE, WA | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX CONSERVATIVE 2055 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $3.5M | 44.3% | |
| FLEXPATH INDEX CONSERVATIVE 2065 FU GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $881K | 11.2% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $749K | 9.6% | |
| FLEXPATH INDEX CONSERVATIVE 2045 CL GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $665K | 8.5% | |
| BLACKROCK EQUITY INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $626K | 8.0% | |
| FLEXPATH INDEX MODERATE 2055 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $155K | 2.0% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $143K | 1.8% | |
| LARGE CAP VALUE FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $136K | 1.7% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $123K | 1.6% | |
| Vanguard Small Cap Value index fund admiral shares | Common Collective Trusts | — | — | $119K | 1.5% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $81K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $79K | 1.0% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $63K | 0.8% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $45K | 0.6% | |
| value * Notes receivable from Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $40K | 0.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $35K | 0.4% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $32K | 0.4% | |
| STABLE VALUE FUND CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $28K | 0.4% | |
| BLACKROCK EAFE EQUITY INDEX FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $27K | 0.3% | |
| FLEXPATH INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $21K | 0.3% | |
| CORE BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $21K | 0.3% | |
| MID CAP VALUE FUND FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $21K | 0.3% | |
| MID CAP GROWTH FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $21K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $21K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $18K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $16K | 0.2% | |
| FLEXPATH INDEX MODERATE 2045 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $14K | 0.2% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $12K | 0.2% | |
| BALANCED ESG FUND FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX MODERATE 2035 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $660 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
