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Original filing (PDF)20250702071002NAL0012693953001
PRODUCTIVE EDGE, LLC
Form 5500
FILING_RECEIVED
PRODUCTIVE EDGE 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
39
Accounts w/ balance
85
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "11 Lincoln National Life Insurance Company Vanguard 500 Index Fund" is 26% of plan.
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRODUCTIVE EDGE, LLC.
Plan sponsor
Name
PRODUCTIVE EDGE, LLC
EIN
26-2428580
Address
1 E WACKER DR · CHICAGO, IL · 606011474
Phone
(312) 561-9000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PPLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP | 35-2130755 | INDIANAPOLIS, IN | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | RECORDKEEEPER | $43K | — |
Investments
23 direct securities · 1 pooled fund· $13.3M(100% of reported assets)
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.
Uncategorized
$6.7M
23 holdings
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.7M | 25.6% | |
| 4 Lincoln National Life Insurance Company BlackRock LifePath 2045 Index Fund | — | — | — | $1.2M | 18.3% | |
| 6 Lincoln National Life Insurance Company BlackRock LifePath 2055 Index Fund | — | — | — | $1.0M | 15.1% | |
| 5 Lincoln National Life Insurance Company BlackRock LifePath 2050 Index Fund | — | — | — | $833K | 12.5% | |
| 3 Lincoln National Life Insurance Company BlackRock LifePath 2040 Index Fund | — | — | — | $553K | 8.3% | |
| 7 Lincoln National Life Insurance Company BlackRock LifePath 2060 Index Fund | — | — | — | $303K | 4.5% | |
| 14 Lincoln National Life Insurance Company SSgA Russell Large Cap Growth Index Fund | — | — | — | $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 | — | — | — | $149K | 2.2% | |
| 2 Lincoln National Life Insurance Company BlackRock LifePath Index Retirement Fund | — | — | — | $115K | 1.7% | |
| 15 Lincoln National Life Insurance Company SSgA Russell Large Cap Value Index Fund | — | — | — | $88K | 1.3% | |
| 16 Lincoln National Life Insurance Company SSgA Russell Small Cap Growth Index Fund | — | — | — | $88K | 1.3% | |
| 23 Lincoln National Life Insurance Company Baird Core Plus Bond Fund | — | — | — | $66K | 1.0% | |
| 18 Lincoln National Life Insurance Company Vanguard Emerging Markets Stock Index Fund | — | — | — | $49K | 0.7% | |
| 12 Lincoln National Life Insurance Company Vanguard Developed Markets Index Fund | — | — | — | $46K | 0.7% | |
| 17 Lincoln National Life Insurance Company SSgA Russell Small Cap Value Index Fund | — | — | — | $44K | 0.7% | |
| 1 Lincoln National Life Insurance Company American Funds International Growth & Income Fund | — | — | — | $32K | 0.5% | |
| Investment contract 24 * Lincoln National Life Insurance Company Lincoln Guaranteed Stable Value Account | — | — | — | $20K | 0.3% | |
| 20 Lincoln National Life Insurance Company Vanguard Life Strategy Growth Fund | — | — | — | $15K | 0.2% | |
| 19 Lincoln National Life Insurance Company Vanguard Real Estate Investment Trust Index Fund | — | — | — | $14K | 0.2% | |
| 21 Lincoln National Life Insurance Company Vanguard Life Strategy Moderate Growth Fund | — | — | — | $10K | 0.2% | |
| 22 Lincoln National Life Insurance Company Vanguard Inflation-Protected Security Fund | — | — | — | $9K | 0.1% | |
| 8 Lincoln National Life Insurance Company BlackRock LifePath 2065 Index Fund | — | — | — | $4K | <0.1% | |
| 13 Lincoln National Life Insurance Company Vanguard Life Strategy Income Fund | — | — | — | $3K | <0.1% |
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