Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $286K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $37K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $84.0M | 74.8% | |
| Capital Ford, Inc. 56-1456873 14.63% | Bonds / Notes | — | — | $22.6M | 20.1% | |
| s * Lincoln Financial JP Morgan Large Cap Growth | Pooled Separate Accounts | — | — | $20.5M | 18.3% | |
| * Lincoln Financial Guaranteed Stable Value | Guaranteed Income / GIC | — | — | $14.7M | 13.1% | |
| Parkway Ford, Inc. 56-0770707 6.30% | Bonds / Notes | — | — | $11.8M | 10.5% | |
| Lincoln Financial Vanguard Total Stock Market Index | Other securities | — | — | $11.5M | 10.2% | |
| Lincoln Financial American Funds Bond Fund of America | Other securities | — | — | $10.8M | 9.6% | |
| Lincoln Financial Fidelity US Bond index | Other securities | — | — | $10.6M | 9.4% | |
| Lincoln Financial American Funds Washington Mutual Investors | Other securities | — | — | $10.0M | 8.9% | |
| University Ford, Inc. 56-1503100 4.59% | Bonds / Notes | — | — | $9.8M | 8.8% | |
| Lincoln Financial PIMCO Real Return Institutional | Other securities | — | — | $9.5M | 8.5% | |
| Beach Automotive Group, Inc. 26-0634733 5.31% | Bonds / Notes | — | — | $7.2M | 6.4% | |
| Capital Ford of Wilmington, LLC 65-1191728 4.29% | Bonds / Notes | — | — | $5.9M | 5.2% | |
| North Point Chrysler Jeep, Inc. 56-1834734 3.48% | Bonds / Notes | — | — | $5.4M | 4.8% | |
| Capital Chevrolet, Inc. 61-1774812 7.30% | Bonds / Notes | — | — | $4.9M | 4.4% | |
| Mooresville Ford Mercury, Inc. 56-2216425 5.46% | Bonds / Notes | — | — | $4.9M | 4.4% | |
| P and G Chevrolet, Inc. 56-1634013 2.53% | Bonds / Notes | — | — | $3.5M | 3.1% | |
| Capital Ford of Charlotte, Inc. 46-4057406 3.35% | Bonds / Notes | — | — | $3.4M | 3.0% | |
| Parks Chevrolet, Inc. 56-0497774 2.47% | Bonds / Notes | — | — | $3.1M | 2.8% | |
| Capital Chrysler Jeep Dodge, LLC 20-1683508 2.93% | Bonds / Notes | — | — | $2.9M | 2.6% | |
| maturing through July 2041 | Other securities | — | — | $2.7M | 2.4% | |
| Parks Management Company, LLC 84-3259389 3.24% | Bonds / Notes | — | — | $2.7M | 2.4% | |
| Premier Ford Lincoln Mercury, Inc. 56-0890562 1.34% | Bonds / Notes | — | — | $2.5M | 2.2% | |
| Lincoln Financial Causeway International Value Institutional | Other securities | — | — | $2.2M | 2.0% | |
| Lincoln Financial Vanguard Global Cap Cycle Fund Inv | Other securities | — | — | $2.0M | 1.8% | |
| Myrtle Beach Chevrolet, Inc. 56-2150719 2.07% | Bonds / Notes | — | — | $1.9M | 1.7% | |
| Lincoln Financial Fidelity Small Cap Index | Other securities | — | — | $1.8M | 1.6% | |
| Lincoln Financial American Funds EuroPacific Growth | Other securities | — | — | $1.8M | 1.6% | |
| Lincoln Financial American Funds New World | Other securities | — | — | $1.8M | 1.6% | |
| Ray Motor Company, Inc. 56-0626458 0.91% | Bonds / Notes | — | — | $1.8M | 1.6% | |
| Lincoln Financial American Funds American Balance Fund | Other securities | — | — | $1.6M | 1.4% | |
| Capital Lincoln-Mercury, Inc. 56-2190675 1.25% | Bonds / Notes | — | — | $1.6M | 1.4% | |
| Lincoln Financial Janus Henderson Enterprise Fund | Other securities | — | — | $1.6M | 1.4% | |
| Lincoln Financial PGIM Jennison Small Company Fund Cl 6 | Other securities | — | — | $1.5M | 1.4% | |
| Capital Automotive Sales, LLC 45-2063197 1.46% | Bonds / Notes | — | — | $1.5M | 1.3% | |
| Lincoln Financial DFA US Small Cap Value Portfolio Institutional | Other securities | — | — | $1.4M | 1.2% | |
| Lincoln Financial Allspring Special Mid Cap Value | Other securities | — | — | $1.3M | 1.2% | |
| VOTT, Inc. 56-2075577 0.95% | Bonds / Notes | — | — | $1.2M | 1.1% | |
| Parks Chevrolet RVA, LLC 84-3356540 2.47% | Bonds / Notes | — | — | $1.2M | 1.0% | |
| Parks Buick GMC, LLC 83-1734148 2.52% | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Lincoln Financial State Street SP Mid Cap Index | Other securities | — | — | $1.1M | 1.0% | |
| Capital of Jacksonville I, Inc. 84-2017506 0.78% | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Lincoln Financial American Funds 2045 Target Date | Other securities | — | — | $1.1M | 0.9% | |
| Parks at the Lake, LLC 56-2144372 1.54% | Bonds / Notes | — | — | $1.0M | 0.9% | |
| Lincoln Financial American Funds 2030 Target Date | Other securities | — | — | $1.0M | 0.9% | |
| Capital Automotive of Indian Trail, Inc. 83-1504021 1.19% | Bonds / Notes | — | — | $905K | 0.8% | |
| Capital Automotive of Greensboro, Inc. 37-1796742 0.83% | Bonds / Notes | — | — | $854K | 0.8% | |
| Beach Buick GMC, Inc. 87-4015672 0.97% | Bonds / Notes | — | — | $625K | 0.6% | |
| Capital of Lexington, Inc. 84-2085471 1.18% | Bonds / Notes | — | — | $558K | 0.5% | |
| Parkway Ford of Lexington, Inc. 26-1457562 0.34% | Bonds / Notes | — | — | $514K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLC | 44-0160260 | — | AUDIT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE FIDUCIARY SERVICES | 46-2919997 | — | FIDUCIARY | $134K | — |
