This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APEX PENSION STRATEGIES, INC. | 57-1139545 | — | RIA | $1 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APEX PENSION STRATEGIES, INC. | 57-1139545 | — | TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LNY SEPARATE ACCOUNT 401 FOR GRP AN LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 401 | Pooled Separate Account | $0 | — |
| LNY SATG 401K STADION MANAGED GROWT LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 727 | Pooled Separate Account | $0 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $24K | — |
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $19K | — |
| BB&T SECURITIES LLC | 20-5817590 | — | SERVICE PROVIDER | $12K | — |
| BB&T SECURITIES | 20-5817590 | — | SERVICE PROVIDER | $0 | — |
| LNY SATM 401K STADION MANAGED MODER LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 728 |
Pooled Separate Account |
| $0 |
| — |
| LNY SATT 401K STADION MANAGED MAX G LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 736 | Pooled Separate Account | $0 | — |