Craig W. McMillen signed Lincoln Learning Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lincoln Learning Solutions' EIN is 26-0125828.
Download the official 2024 Form 5500 (PDF) for Lincoln Learning Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lincoln Learning Solutions' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $4.0M | 12.9% | |
| Fidelity | Mutual Funds | — | — | $3.1M | 10.1% | |
| Fidelity | Mutual Funds | — | — | $2.9M | 9.4% | |
| J.P. Morgan | Other securities | — | — | $2.7M | 8.7% | |
| Fidelity | Mutual Funds | — | — | $2.6M | 8.4% | |
| Fidelity | Mutual Funds | — | — | $1.9M | 6.1% | |
| Fidelity | Mutual Funds | — | — | $1.6M | 5.2% | |
| MFS Investment | Mutual Funds | — | — | $1.3M | 4.3% | |
| American Funds | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $1.2M | 3.7% | |
| Western Asset | Other securities | — | — | $955K | 3.1% | |
| Fidelity | Mutual Funds | — | — | $908K | 2.9% | |
| Fidelity | Mutual Funds | — | — | $902K | 2.9% | |
| Principal | Other securities | — | — | $888K | 2.9% | |
| Fidelity | Mutual Funds | — | — | $605K | 1.9% | |
| Fidelity | Mutual Funds | — | — | $599K | 1.9% | |
| Fidelity | Mutual Funds | — | — | $500K | 1.6% | |
| Fidelity | Mutual Funds | — | — | $496K | 1.6% | |
| AllianceBernstein | Other securities | — | — | $481K | 1.5% | |
| Principal | Other securities | — | — | $467K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $364K | 1.2% | |
| Participant Loans | Participant loans | — | — | $318K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $238K | 0.8% | |
| American Funds | Mutual Funds | — | — | $149K | 0.5% | |
| AllSpring | Other securities | — | — | $135K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $124K | 0.4% | |
| MassMutual | Other securities | — | — | $124K | 0.4% | |
| Lord Abbett | Mutual Funds | — | — | $111K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $75K | 0.2% | |
| Cohen & Steers | Other securities | — | — | $73K | 0.2% | |
| Various | Other securities | — | — | $51K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
