Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES COMPANY | 35-0472300 | FORT WAYNE, IN | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING | 20-4795685 | STRATHAM, NH | NONE | $15K | — |
| ROYAL ALLIANCE ASSOCIATES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Ascend | Other securities | — | — | $898K | 30.7% | |
| Lincoln Financial Group | Common Stocks | — | — | $461K | 15.8% | |
| Lincoln Financial Group | Common Stocks | — | — | $394K | 13.5% | |
| Lincoln Financial Group | Common Stocks | — | — | $210K | 7.2% | |
| Lincoln Financial Group | Common Stocks | — | — | $200K | 6.8% | |
| Lincoln Financial Group | Common Stocks | — | — | $163K | 5.6% | |
| Lincoln Financial Group | Common Stocks | — | — | $144K | 4.9% | |
| Lincoln Financial Group | Common Stocks | — | — | $142K | 4.9% | |
| Security Benefit | Other securities | — | — | $92K | 3.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $38K | 1.3% | |
| MassMutual Ascend | Other securities | — | — | $33K | 1.1% | |
| MassMutual Ascend | Other securities | — | — | $19K | 0.6% | |
| Lincoln Financial Group | Common Stocks | — | — | $17K | 0.6% | |
| Lincoln Financial Group | Common Stocks | — | — | $15K | 0.5% | |
| MassMutual Ascend | Other securities | — | — | $13K | 0.5% | |
| MassMutual Ascend | Other securities | — | — | $12K | 0.4% | |
| Lincoln Financial Group | Common Stocks | — | — | $12K | 0.4% | |
| Lincoln Financial Group | Common Stocks | — | — | $9K | 0.3% | |
| Lincoln Financial Group | Common Stocks | — | — | $8K | 0.3% | |
| Lincoln Financial Group | Common Stocks | — | — | $7K | 0.3% | |
| MassMutual Ascend | Other securities | — | — | $7K | 0.2% | |
| MassMutual Ascend | Other securities | — | — | $5K | 0.2% | |
| Guggenheim | Other securities | — | — | $3K | 0.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $3K | 0.1% | |
| Invesco | Mutual Funds | — | — | $3K | 0.1% | |
| Guggenheim | Other securities | — | — | $3K | <0.1% | |
| Guggenheim | Other securities | — | — | $3K | <0.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $2K | <0.1% | |
| Guggenheim | Other securities | — | — | $2K | <0.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $1K | <0.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $713 | <0.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $355 | <0.1% | |
| Lincoln | Other securities | — | — | $291 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| JERSEY CITY, NJ |
| NONE |
| $9K |
| — |
