LMN Architects LLP's EIN is 91-1081766.
Download the official 2024 Form 5500 (PDF) for LMN Architects LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LMN Architects LLP'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $137K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $34.8M | 59.7% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $6.9M | 11.9% | |
| Reliance Advisory Trust Investment Advisory Account 80 | Other securities | — | — | $6.6M | 11.4% | |
| Reliance Advisory Trust Investment Advisory Account 60 | Other securities | — | — | $6.3M | 10.8% | |
| Reliance Advisory Trust Investment Advisory Large Cap Equity | Other securities | — | — | $5.8M | 9.9% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $4.6M | 7.8% | |
| Reliance Advisory Trust Investment Advisory Bond | Other securities | — | — | $4.3M | 7.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.0M | 6.8% | |
| Reliance Advisory Trust Investment Advisory Account 40 | Other securities | — | — | $3.6M | 6.2% | |
| American Funds American Funds EuroPacific R6 | Mutual Funds | — | — | $3.3M | 5.7% | |
| Reliance Advisory Trust Investment Advisory Small/Mid Cap Equity | Other securities | — | — | $2.9M | 5.0% | |
| Reliance Advisory Trust Investment Advisory International Equity | Other securities | — | — | $2.8M | 4.7% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $1.8M | 3.2% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $1.4M | 2.4% | |
| Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $1.3M | 2.3% | |
| Reliance Advisory Trust Investment Advisory Account 100 | Other securities | — | — | $882K | 1.5% | |
| Reliance Advisory Trust Investment Advisory Account 70 | Other securities | — | — | $731K | 1.3% | |
| Reliance Trust Stable Value NY Life Anchor Account Services | Stable Value | — | — | $638K | 1.1% | |
| Collective Trust Funds * Reliance Advisory Trust Investment Advisory Account 00 | Common Collective Trusts | — | — | $138K | 0.2% | |
| Participants - | Other securities | — | — | $128K | 0.2% | |
| Reliance Advisory Trust Investment Advisory Account 50 | Other securities | — | — | $115K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
