LORI Lockhart signed Prevailing Asset Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prevailing Asset Management LLC's EIN is 90-0713048.
Download the official 2024 Form 5500 (PDF) for Prevailing Asset Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prevailing Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVUS | 80-0717897 | — | NONE | $178K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $16.2M | 58.1% | |
| Vanguard LifeStrategy M oderate Growth | Mutual Funds | — | — | $2.4M | 8.7% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $1.6M | 5.7% | |
| Vanguard Growth Index | Mutual Funds | — | — | $1.3M | 4.7% | |
| Dodge and Cox Dodge and Cox Stock CL | Mutual Funds | — | — | $690K | 2.5% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $529K | 1.9% | |
| Vanguard LifeStrategy Small Cap Value Index Adm | Mutual Funds | — | — | $500K | 1.8% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $470K | 1.7% | |
| Vanguard Total Bond | Mutual Funds | — | — | $411K | 1.5% | |
| Vanguard High Dividend | Mutual Funds | — | — | $333K | 1.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $330K | 1.2% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $322K | 1.2% | |
| Participants Loans Interest (5.25% - 10.50%) | Bonds / Notes | — | — | $317K | 1.1% | |
| Vanguard LifeStrategy Small Cap Index | Mutual Funds | — | — | $262K | 0.9% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $258K | 0.9% | |
| Vanguard Short-Term Inv Grade | Mutual Funds | — | — | $212K | 0.8% | |
| Franklin Growth Adv | Mutual Funds | — | — | $206K | 0.7% | |
| Goldman Sachs Golman Sachs Small Cap Insights Fund | Other securities | — | — | $186K | 0.7% | |
| Vanguard Developed M arkets | Mutual Funds | — | — | $162K | 0.6% | |
| M acquire M acquire High Income | Other securities | — | — | $134K | 0.5% | |
| M atrix Trust Retirement M oney M arket Account | Other securities | — | — | $124K | 0.4% | |
| Vanguard Total Bond | Mutual Funds | — | — | $120K | 0.4% | |
| T. Rowe T. Rowe Price Instn Large Cap Value | Other securities | — | — | $106K | 0.4% | |
| Vanguard Interim Term Investments | Mutual Funds | — | — | $101K | 0.4% | |
| Vanguard Dividend Yield Index | Mutual Funds | — | — | $83K | 0.3% | |
| M FS Growth Fund M FS International Diversification | Other securities | — | — | $79K | 0.3% | |
| PGIM Total Return | Other securities | — | — | $71K | 0.3% | |
| Vanguard LifeStrategy M id Cap | Mutual Funds | — | — | $69K | 0.2% | |
| Vanguard Developed M arkets | Mutual Funds | — | — | $66K | 0.2% | |
| Lord Abbett Lord Abbett Floating Rate | Mutual Funds | — | — | $56K | 0.2% | |
| Vanguard Emerging M arkets Stock | Mutual Funds | — | — | $55K | 0.2% | |
| Templeton Global Bond | Mutual Funds | — | — | $54K | 0.2% | |
| Vanguard LifeStrategy M id Cap Index | Mutual Funds | — | — | $21K | <0.1% | |
| DoubleLine Total Return | Other securities | — | — | $18K | <0.1% | |
| Fidelity Sel Indust M at | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
