Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| LINCOLN RETIREMENT SERVICES COMPANY | 35-0472300 | — | SERVICE PROVIDER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Financial Yourpath iShares 2045 Moderate Fund | Other securities | — | — | $2.7M | 15.4% | |
| Lincoln Financial Yourpath iShares 2030 Moderate Fund | Other securities | — | — | $2.7M | 15.0% | |
| Lincoln Financial Yourpath iShares 2040 Moderate Fund | Other securities | — | — | $2.5M | 14.3% | |
| Lincoln Financial Yourpath iShares 2015 Moderate Fund | Other securities | — | — | $2.4M | 13.3% | |
| Lincoln Financial Yourpath iShares 2025 Moderate Fund | Other securities | — | — | $1.9M | 10.8% | |
| Lincoln Financial Yourpath iShares 2050 Moderate Fund | Other securities | — | — | $1.8M | 10.2% | |
| Lincoln Financial Yourpath iShares 2035 Moderate Fund | Other securities | — | — | $726K | 4.1% | |
| Lincoln Financial Yourpath iShares 2055 Moderate Fund | Other securities | — | — | $533K | 3.0% | |
| Lincoln Financial Yourpath iShares 2060 Moderate Fund | Other securities | — | — | $289K | 1.6% | |
| Vanguard Growth Index Fund - Admiral Shares | Other securities | — | — | $268K | 1.5% | |
| Vanguard 500 Index Fund - Admiral Shares | Other securities | — | — | $257K | 1.4% | |
| Vanguard Mid Cap Value Index Fund - Admiral Shares | Other securities | — | — | $234K | 1.3% | |
| Vanguard Value Index Fund - Admiral Shares | Other securities | — | — | $220K | 1.2% | |
| Lincoln Financial Yourpath iShares 2060 Aggressive Fund | Other securities | — | — | $102K | 0.6% | |
| Lincoln Financial Yourpath iShares 2065 Moderate Fund | Other securities | — | — | $85K | 0.5% | |
| Lincoln Financial Yourpath iShares 2020 Moderate Fund | Other securities | — | — | $40K | 0.2% | |
| American Funds New Perspective Fund - Class R6 | Other securities | — | — | $32K | 0.2% | |
| Lincoln National Life Insurance Co. Stable Value Account** | Common Stock | — | — | $20K | 0.1% | |
| American Funds New World Fund - Class R6 | Other securities | — | — | $16K | <0.1% | |
| MFS Mid Cap Growth Fund - Class R6 | Other securities | — | — | $13K | <0.1% | |
| Loomis Sayles Bond Fund - Class N | Other securities | — | — | $13K | <0.1% | |
| BNY Mellon Bond Market Index Fund - Class I | Other securities | — | — | $11K | <0.1% | |
| Vanguard Small Cap Growth Index Fund - Admiral Shares | Other securities | — | — | $7K | <0.1% | |
| Vanguard Small Cap Value Index Fund - Admiral Shares | Other securities | — | — | $7K | <0.1% | |
| Vanguard Real Estate Index Fund - Admiral Shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | CONTRACT ADMIN | $1K | — |
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | TPA | $900 | — |
