Jennifer Potter signed Lemnis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lemnis' EIN is 93-0686108.
Download the official 2024 Form 5500 (PDF) for Lemnis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lemnis' plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing, 403(b) custodial accounts.
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 | — | RECORD KEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Various 403(b) Annuity Contract and Custodial Accounts | Other securities | — | — | $87.3M | 99.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $728K | 0.8% | |
| Participant loans Rates from 4.25% to 9.25% - 0 - | Bonds / Notes | — | — | $29K | <0.1% |
