Keith Lavitt signed Lavitt Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lavitt Group, Inc.'s EIN is 86-3159249.
Download the official 2024 Form 5500 (PDF) for Lavitt Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lavitt Group, Inc.'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 LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard 500 Index Admiral | Mutual Funds | — | $7K | $3.8M | 21.9% | |
| DFA US Small Cap | Mutual Funds | — | $35K | $1.7M | 9.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $36K | $1.4M | 7.8% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | $85K | $1.1M | 6.4% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $45K | $1.1M | 6.2% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | $12K | $1.1M | 6.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $886K | $886K | 5.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $20K | $885K | 5.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $16K | $809K | 4.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | $21K | $680K | 3.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $36K | $666K | 3.8% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | $4K | $638K | 3.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $20K | $526K | 3.0% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | $409K | $459K | 2.6% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $43K | $411K | 2.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | $4K | $347K | 2.0% | |
| Fidelity Total Bond K6 | Mutual Funds | — | $37K | $322K | 1.8% | |
| Vangaurd Target Retirement 2045 Inv | Other securities | — | $10K | $287K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $2K | $109K | 0.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $2K | $105K | 0.6% | |
| American Funds Europacific R6 | Mutual Funds | — | $1K | $65K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 209 | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $600 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON, P.C. | — | SAN FRANCISCO, CA | ATTORNEY | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | OTHER | $11K | — |
