Lincoln School's EIN is 05-0258900.
Download the official 2023 Form 5500 (PDF) for Lincoln School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lincoln School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | OTHER FEES | $8K | — |
| BLACK POINT WEALTH MGMT - J HARRIS |
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 | |||||
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account - Non Benefit Responsive | Mutual Funds | — | — | $7.2M | 25.0% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 | Mutual Funds | — | $4K | $3.5M | 12.1% | |
| Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | $131K | $3.0M | 10.4% | |
| JPMorgan US Research Enh Eq R6 | Other securities | — | $58K | $2.5M | 8.5% | |
| Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | $69K | $1.6M | 5.5% | |
| DFA US Core Equity 2 Inst | Mutual Funds | — | $31K | $1.1M | 3.9% | |
| DFA US Large Cap Value Inst | Mutual Funds | — | $21K | $991K | 3.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | $2K | $826K | 2.8% | |
| T Rowe Price Growth Stock I | Mutual Funds | — | $8K | $791K | 2.7% | |
| CREF Growth R1 | Mutual Funds | — | $2K | $739K | 2.5% | |
| CREF Global Equities R1 | Mutual Funds | — | $2K | $651K | 2.2% | |
| Nuveen Money Market R6 | Mutual Funds | — | $519K | $519K | 1.8% | |
| Nuveen Real Est Sec Sel R6 | Mutual Funds | — | $31K | $517K | 1.8% | |
| American Funds Infl Link Bd R6 | Mutual Funds | — | $49K | $452K | 1.6% | |
| Amer Funds Bond Fnd Amer R6 | Other securities | — | $36K | $399K | 1.4% | |
| DFA Emerging Mark CorEqPort I | Mutual Funds | — | $14K | $348K | 1.2% | |
| BlackRock Glb Allocation Inst | Other securities | — | $16K | $323K | 1.1% | |
| DoubleLine Total Return Bond N | Other securities | — | $37K | $316K | 1.1% | |
| Lord Abbett Short Dur Income A | Mutual Funds | — | $82K | $315K | 1.1% | |
| CREF Social Choice R1 807 | Mutual Funds | — | — | $282K | 1.0% | |
| INSURANCE COMPANY GENERAL CONTRACTS, AT CONTRACT VALUE * TIAA Traditional Annuity Account - Benefit Responsive | Mutual Funds | — | — | $275K | 0.9% | |
| American Growth of America R6 | Other securities | — | $3K | $257K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $254K | 0.9% | |
| Principal Real Estate Sec Inst | Other securities | — | $7K | $177K | 0.6% | |
| CREF Core Bond R1 | Mutual Funds | — | $1K | $170K | 0.6% | |
| VICTORY SYC ESTABLISH VALUE I | Other securities | — | $3K | $168K | 0.6% | |
| CREF Money Market R1 | Mutual Funds | — | $6K | $157K | 0.5% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | $3K | $135K | 0.5% | |
| through March 2029 | Other securities | — | — | $130K | 0.4% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | $11K | $118K | 0.4% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | $1K | $112K | 0.4% | |
| Nuveen High Yield R6 | Mutual Funds | — | $12K | $102K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | $1K | $88K | 0.3% | |
| Invesco Gold & Special Miner A | Mutual Funds | — | $3K | $73K | 0.3% | |
| Calvert Equity Portfolio I 714 | Other securities | — | — | $69K | 0.2% | |
| TIAA Access Nuv RIEstSecSel T4 978 | Mutual Funds | — | — | $46K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 536 | Mutual Funds | — | — | $44K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T4 566 | Mutual Funds | — | — | $40K | 0.1% | |
| TIAA Access Nuv Sm Cp 467 | Mutual Funds | — | — | $34K | 0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 162 | Mutual Funds | — | — | $27K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 665 | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 220 | Mutual Funds | — | — | $23K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 235 | Mutual Funds | — | — | $19K | <0.1% | |
| Templeton Global Bond Class A | Mutual Funds | — | $3K | $19K | <0.1% | |
| TIAA Access Nuv LifeCycle 2050 T4 207 | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Access Nuv LifeCycle 2035 T4 225 | Mutual Funds | — | — | $15K | <0.1% | |
| BNY Mellon Natural Resources I 230 | Other securities | — | — | $12K | <0.1% | |
| TIAA Access Nuv LifeCycle 2040 T4 153 | Mutual Funds | — | — | $11K | <0.1% | |
| Credit Suisse Comod RetStart A 334 | Other securities | — | — | $7K | <0.1% | |
| TIAA Access Nuv Core Equity T4 45 | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-3671331 |
| — |
| SERVICE PROVIDER |
| $6K |
| — |
