Anne REID signed Finance Factors, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Finance Factors, Ltd.'s EIN is 99-0077649.
Download the official 2024 Form 5500 (PDF) for Finance Factors, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Finance Factors, Ltd.'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCE INSURANCE LTD | 99-0229058 | — | SERVICE PROVIDER | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class 16,688 units | Common Collective Trusts | — | — | $9.1M | 24.0% | |
| Lincoln Stable Value Account 4,864,193 units | Stable Value | — | — | $5.9M | 15.7% | |
| Lincoln Pathbuilder Income 321,921 units | Other securities | — | — | $5.1M | 13.6% | |
| SECURED RETIREMENT INCOME LINCOLN NATIONAL CORPORATION · EIN 35-1140070 / PN 900 | Pooled Separate Account | — | — | $5.1M | 13.6% | |
| Vanguard Intermediate Term Bond Index Admiral Shares 430,907 units | Mutual Funds | — | — | $4.4M | 11.6% | |
| Vanguard International Growth Admiral Shares 22,547 units | Mutual Funds | — | — | $2.3M | 6.1% | |
| Blackrock Inflation Protected Bond Institutional Shares 191,606 units | Other securities | — | — | $1.8M | 4.9% | |
| Allspring Growth 34,297 units | Other securities | — | — | $1.5M | 4.0% | |
| Macquarie Mid Cap Income Opportunities 69,376 units | Other securities | — | — | $1.3M | 3.3% | |
| Vanguard Small Cap Index Admiral Shares 9,856 units | Mutual Funds | — | — | $1.1M | 3.0% | |
| Macquarie Value Institutional Class 80,468 units | Other securities | — | — | $1.1M | 2.9% | |
| Invesco Global 10,369 units | Mutual Funds | — | — | $971K | 2.6% | |
| Invesco Eqv Emerging Markets All Cap 19,360 units | Mutual Funds | — | — | $631K | 1.7% | |
| PGIM Jennison Funds Mid Cap Growth Z Fund 29,052 units | Other securities | — | — | $623K | 1.7% | |
| Invesco Real Estate R5 Class 29,637 units | Mutual Funds | — | — | $498K | 1.3% | |
| PIMCO Total Return Administrative Class 49,490 units | Mutual Funds | — | — | $420K | 1.1% | |
| Columbia Small Capital Value Fund II Class I 23,319 units | Other securities | — | — | $335K | 0.9% | |
| Federated Kaufmann Small Cap Class R6 Shares 4,502 units | Other securities | — | — | $218K | 0.6% | |
| JPMorgan US Research Enhanced Equity Class I 4,809 units | Other securities | — | — | $209K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
