Ted Nelson signed Lennar Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lennar Corporation's EIN is 95-4337490.
Download the official 2024 Form 5500 (PDF) for Lennar Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lennar Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $251K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $93 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISOR | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | 11-3367953 | BURBANK, CA | AUDITOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | MINNEAPOLIS, MN | ATTORNEY | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $235.3M | 14.5% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $227.4M | 14.1% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $206.6M | 12.8% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST CO · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $151.8M | 9.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $151.5M | 9.4% | |
| Vanguard Total Bond Index Fund | Common Collective Trusts | — | — | $139.9M | 8.7% | |
| Vanguard Total International Stock Market Fund | Mutual Funds | — | — | $129.9M | 8.0% | |
| T. Rowe Price Integrated US Small Cap Growth Equity Fund | Other securities | — | — | $69.9M | 4.3% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | — | $60.9M | 3.8% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $60.2M | 3.7% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $53.3M | 3.3% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $49.2M | 3.0% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $27.1M | $27.1M | 1.7% | |
| maturing through December 2039 | Other securities | — | — | $27.1M | 1.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $19.1M | 1.2% | |
| Non-Participant Directed Assets Common Stock * Lennar Corporation Common Stock – Class A | Common Stocks | — | $1.2M | $12.8M | 0.8% | |
| 1ER-LEN | Other securities | — | $1.2M | $12.8M | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $12.7M | 0.8% | |
| Empower Trust Company, LLC Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6.7M | 0.4% | |
| Empower Life and Annuity Insurance Company Income Flex Balanced Fund | Common Stocks | — | — | $1.1M | <0.1% | |
| INCOMEFLEX SELECT LIFETIME BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.1M | <0.1% | |
| Lennar Corporation Common Stock – Class B | Common Stocks | — | $139K | $1.0M | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $788K | <0.1% | |
| Empower Life and Annuity Insurance Company Income Flex Conservative Fund | Common Stocks | — | — | $540K | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $540K | <0.1% | |
| Empower Life and Annuity Insurance Company Income Flex Growth Fund | Common Stocks | — | — | $118K | <0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $118K | <0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $35K | <0.1% | |
| COLUMBIA DIVIDEND VALUE IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% |
