Callibrity Solutions, LLC's EIN is 20-8677704.
Download the official 2024 Form 5500 (PDF) for Callibrity Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callibrity Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS ADMINISTRATORS LLC | 61-1291181 | LEXINGTON, KY | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 365 WEALTH MANAGEMENT | — | CINCINNATI, OH | SERVICE PROVIDER | $10K | — |
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 SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $10.3M | 97.8% | |
| Lincoln National Life Insurance Company Vanguard 500 Index SACG | Common Collective Trusts | — | — | $2.3M | 22.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2055 Mod SAGZ | Common Stocks | — | — | $1.3M | 12.2% | |
| Lincoln National Life Insurance Company VG Utilities Idx Admrl SACY ** 562 * Lincoln National Life Insurance Company VG Info Tech Idx Admrl SAD3 | Common Collective Trusts | — | — | $1.2M | 11.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2040 Mod SAGQ | Common Stocks | — | — | $876K | 8.3% | |
| Lincoln National Life Insurance Company SS Rsl Lrg Cap Grw NL SAA7 | Common Stocks | — | — | $739K | 7.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2060 Mod SAH3 | Common Stocks | — | — | $618K | 5.9% | |
| Lincoln National Life Insurance Company YourPath Passive 2035 Mod SAGN | Common Stocks | — | — | $560K | 5.3% | |
| Lincoln National Life Insurance Company YourPath Passive 2045 Mod SAGT | Common Stocks | — | — | $388K | 3.7% | |
| Lincoln National Life Insurance Company SS Rsl Lrg Cap Val NL SAA8 | Common Stocks | — | — | $327K | 3.1% | |
| Lincoln National Life Insurance Company VG Health Care SAC6 | Common Stocks | — | — | $288K | 2.7% | |
| Lincoln National Life Insurance Company DFA US Core Eqty Prt Inst SA7J | Mutual Funds | — | — | $233K | 2.2% | |
| Lincoln National Life Insurance Company YourPath Passive 2050 Mod SAGW | Common Stocks | — | — | $222K | 2.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2030 Mod SAGK | Common Stocks | — | — | $208K | 2.0% | |
| Lincoln National Life Insurance Company VG Mid Cap Val Idx Admrl SAB4 | Common Collective Trusts | — | — | $163K | 1.5% | |
| Lincoln National Life Insurance Company VG Tot World Stk Idx Adm SABP | Common Collective Trusts | — | — | $160K | 1.5% | |
| Lincoln National Life Insurance Company VG Int Grw Admrl Shares SAAX | Common Stocks | — | — | $152K | 1.4% | |
| Lincoln National Life Insurance Company Vanguard Sm Cap Value Ind SAE7 | Mutual Funds | — | — | $146K | 1.4% | |
| Lincoln National Life Insurance Company YourPath Passive 2035 Agg SAGO | Common Stocks | — | — | $89K | 0.9% | |
| Lincoln National Life Insurance Company Vanguard Sm Cap Grwth Ind SAE6 | Mutual Funds | — | — | $75K | 0.7% | |
| Lincoln National Life Insurance Company YourPath Passive 2065 Mod SAH6 | Common Stocks | — | — | $73K | 0.7% | |
| Investments Held in Pooled Separate Accounts * Lincoln National Life Insurance Company DFA Int Val Port Instl SA7G | Pooled Separate Accounts | — | — | $51K | 0.5% | |
| Lincoln National Life Insurance Company YourPath Passive 2025 Mod SAGH | Common Stocks | — | — | $42K | 0.4% | |
| Lincoln National Life Insurance Company VG Mid Cap Grw Idx Admrl SAB3 | Common Collective Trusts | — | — | $30K | 0.3% | |
| Lincoln National Life Insurance Company Neu Ber Sustainable Equty SA9T | Common Stocks | — | — | $30K | 0.3% | |
| Lincoln National Life Insurance Company YourPath Passive 2060 Agg SAH4 | Common Stocks | — | — | $13K | 0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2045 Agg SAGU | Common Stocks | — | — | $12K | 0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2020 Mod SAGE | Common Stocks | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company PIMCO Sht Term Fund Instl SAA5 | Mutual Funds | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company VG Emgng Mkt Stk Admrl SAAS | Common Stocks | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company PIMCO Div Inc Fund Instl SA9Z | Mutual Funds | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2030 Agg SAGL | Common Stocks | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company VG LifeStrategy Income SAEP | Common Stocks | — | — | $5K | <0.1% | |
| Lincoln National Life Insurance Company VG Consumr Disc Idx Admrl SADF | Common Collective Trusts | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Company VG Consumr Stpl Idx Admrl SADG | Common Collective Trusts | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company VG Energy Idx Admrl SACN | Common Collective Trusts | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company VG High Yld Corp Admrl SAAV | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
