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 | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN , PLLC | 33-1498605 | — | AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Investor Shares | Other securities | — | — | $6.8M | 12.4% | |
| Vanguard Target Retirement 2030 Investor Shares | Other securities | — | — | $6.0M | 11.0% | |
| Vanguard Target Retirement 2035 Investor Shares | Other securities | — | — | $5.6M | 10.2% | |
| Fidelity Management Trust Company Fidelity 500 Index | Other securities | — | — | $4.2M | 7.7% | |
| T. Rowe Price T. Rowe Price Large Cap Growth | Other securities | — | — | $4.1M | 7.5% | |
| Vanguard Target Retirement 2045 Investor Shares | Other securities | — | — | $4.0M | 7.3% | |
| Lincoln National Life Insurance Company** Fully benefit-responsive unallocated investment contract - Lincoln Stable Value Account - Z253 | Other securities | — | — | $3.9M | 7.2% | |
| Vanguard Target Retirement 2050 Investor Shares | Other securities | — | — | $3.7M | 6.8% | |
| Vanguard Target Retirement 2025 Investor Shares | Other securities | — | — | $3.2M | 5.9% | |
| Dodge & Cox Dodge & Cox Stock Class X | Other securities | — | — | $2.2M | 3.9% | |
| Vanguard Target Retirement 2055 Investor Shares | Other securities | — | — | $1.8M | 3.2% | |
| Vanguard Target Retirement 2020 Investor Shares | Other securities | — | — | $1.5M | 2.7% | |
| Harbor Small Cap Value Institutional Class | Other securities | — | — | $1.3M | 2.3% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Institutional Class | Other securities | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement Income Investor Shares | Other securities | — | — | $999K | 1.8% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $980K | 1.8% | |
| Vanguard Target Retirement 2060 Investor Shares | Other securities | — | — | $927K | 1.7% | |
| Baird Funds, Inc. Baird Core Plus Bond Class Institutional | Common Stock | — | — | $923K | 1.7% | |
| American Funds AF Euro Pacific Growth R6 | Other securities | — | — | $889K | 1.6% | |
| Vanguard Target Retirement 2065 Investor Shares | Other securities | — | — | $257K | 0.5% | |
| Fidelity International Index | Other securities | — | — | $144K | 0.3% | |
| Vanguard Target Retirement 2070 Investor Shares | Other securities | — | — | $129K | 0.2% | |
| Fidelity Extended Market Index | Other securities | — | — | $107K | 0.2% |
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 |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING | 34-1753575 | — | CONSULTING | $9K | — |
