Productive Edge, LLC's EIN is 26-2428580.
Download the official 2024 Form 5500 (PDF) for Productive Edge, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Productive Edge, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | RECORDKEEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP | 35-2130755 | INDIANAPOLIS, IN | TPA | $2K | — |
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 | — | — | $6.7M | 99.7% | |
| 11 Lincoln National Life Insurance Company Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 25.6% | |
| 4 Lincoln National Life Insurance Company BlackRock LifePath 2045 Index Fund | Common Collective Trusts | — | — | $1.2M | 18.3% | |
| 6 Lincoln National Life Insurance Company BlackRock LifePath 2055 Index Fund | Common Collective Trusts | — | — | $1.0M | 15.1% | |
| 5 Lincoln National Life Insurance Company BlackRock LifePath 2050 Index Fund | Common Collective Trusts | — | — | $833K | 12.5% | |
| 3 Lincoln National Life Insurance Company BlackRock LifePath 2040 Index Fund | Common Collective Trusts | — | — | $553K | 8.3% | |
| 7 Lincoln National Life Insurance Company BlackRock LifePath 2060 Index Fund | Common Collective Trusts | — | — | $303K | 4.5% | |
| 14 Lincoln National Life Insurance Company SSgA Russell Large Cap Growth Index Fund | Common Collective Trusts | — | — | $292K | 4.4% | |
| 9 Lincoln National Life Insurance Company Western Asset Core Bond Fund ** 987 10 Lincoln National Life Insurance Company State Street Small Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $149K | 2.2% | |
| 2 Lincoln National Life Insurance Company BlackRock LifePath Index Retirement Fund | Common Stocks | — | — | $115K | 1.7% | |
| 15 Lincoln National Life Insurance Company SSgA Russell Large Cap Value Index Fund | Common Collective Trusts | — | — | $88K | 1.3% | |
| 16 Lincoln National Life Insurance Company SSgA Russell Small Cap Growth Index Fund | Common Collective Trusts | — | — | $88K | 1.3% | |
| 23 Lincoln National Life Insurance Company Baird Core Plus Bond Fund | Common Stocks | — | — | $66K | 1.0% | |
| 18 Lincoln National Life Insurance Company Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $49K | 0.7% | |
| 12 Lincoln National Life Insurance Company Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $46K | 0.7% | |
| 17 Lincoln National Life Insurance Company SSgA Russell Small Cap Value Index Fund | Common Collective Trusts | — | — | $44K | 0.7% | |
| 1 Lincoln National Life Insurance Company American Funds International Growth & Income Fund | Mutual Funds | — | — | $32K | 0.5% | |
| Investment contract 24 * Lincoln National Life Insurance Company Lincoln Guaranteed Stable Value Account | Stable Value | — | — | $20K | 0.3% | |
| 20 Lincoln National Life Insurance Company Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $15K | 0.2% | |
| 19 Lincoln National Life Insurance Company Vanguard Real Estate Investment Trust Index Fund | Common Collective Trusts | — | — | $14K | 0.2% | |
| 21 Lincoln National Life Insurance Company Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $10K | 0.2% | |
| 22 Lincoln National Life Insurance Company Vanguard Inflation-Protected Security Fund | Mutual Funds | — | — | $9K | 0.1% | |
| 8 Lincoln National Life Insurance Company BlackRock LifePath 2065 Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| 13 Lincoln National Life Insurance Company Vanguard Life Strategy Income Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
