LISA Kukowski signed TRK Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRK Enterprises, Inc.'s EIN is 27-3555821.
Download the official 2024 Form 5500 (PDF) for TRK Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRK Enterprises, Inc.'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 | — | SERVICE PROVIDER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | SERVICE PROVIDER | $13K | — |
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 | — | — | $1.9M | 89.5% | |
| Lincoln National Life Insurance Co. SABF VG Target Ret 2040 Inv (i) | Common Stocks | — | — | $384K | 18.4% | |
| Lincoln National Life Insurance Co. SABM VG Target Ret Inc Inv (i) 365 * Lincoln National Life Insurance Co. SACG Vanguard 500 Index (i) | Common Collective Trusts | — | — | $224K | 10.7% | |
| Lincoln National Life Insurance Co. SABH VG Target Ret 2050 Inv (i) | Common Stocks | — | — | $208K | 10.0% | |
| Lincoln National Life Insurance Co. SABE VG Target Ret 2035 Inv (i) | Common Stocks | — | — | $177K | 8.4% | |
| Lincoln National Life Insurance Co. SA6G AmerFunds InvestCo Amer (i) | Common Stocks | — | — | $175K | 8.4% | |
| Lincoln National Life Insurance Co. SABK VG Target Ret 2055 Inv (i) | Common Stocks | — | — | $135K | 6.5% | |
| Lincoln National Life Insurance Co. SABG VG Target Ret 2045 Inv (i) | Common Stocks | — | — | $133K | 6.3% | |
| Lincoln National Life Insurance Co. Guaranteed Stable Value Account (i) | Stable Value | — | — | $115K | 5.5% | |
| the participant's vested account balance. -0- | Other securities | — | — | $102K | 4.9% | |
| Lincoln National Life Insurance Co. SAB3 VG Mid Cap Grw Idx Admrl (i) | Common Collective Trusts | — | — | $102K | 4.9% | |
| Lincoln National Life Insurance Co. SABC VG Target Ret 2025 Inv (i) | Common Stocks | — | — | $97K | 4.7% | |
| Lincoln National Life Insurance Co. SAAX VG Int Grw Admrl Shares (i) | Common Stocks | — | — | $81K | 3.9% | |
| Lincoln National Life Insurance Co. SACH VG Dev Markets Idx Admrl (i) | Common Collective Trusts | — | — | $55K | 2.6% | |
| Lincoln National Life Insurance Co. SABL VG Target Ret 2060 Inv (i) | Common Stocks | — | — | $33K | 1.6% | |
| Lincoln National Life Insurance Co. SAAS VG Emgng Mkt Stk Admrl (i) | Common Stocks | — | — | $17K | 0.8% | |
| Lincoln National Life Insurance Co. SABB VG Target Ret 2020 Inv (i) | Common Stocks | — | — | $17K | 0.8% | |
| Lincoln National Life Insurance Co. SAEN VG Target Ret 2065 Inv (i) | Common Stocks | — | — | $15K | 0.7% | |
| Lincoln National Life Insurance Co. SABD VG Target Ret 2030 Inv (i) | Common Stocks | — | — | $10K | 0.5% | |
| Lincoln National Life Insurance Co. SAAV VG High Yld Corp Admrl (i) | Common Stocks | — | — | $5K | 0.2% | |
| Lincoln National Life Insurance Co. SAEP VG LifeStrategy Income (i) 459 * Lincoln National Life Insurance Co. AABX Vanguard Target Ret 2070 (i) | Mutual Funds | — | — | $3K | 0.1% | |
| Lincoln National Life Insurance Co. SAA1 PIMCO Intl Bond Fnd Admin (i) | Mutual Funds | — | — | $1K | <0.1% | |
| Lincoln National Life Insurance Co. SAA3 PIMCO Inc Fund Instl (i) | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401K ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $6K | — |
