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 |
|---|---|---|---|---|---|
| CARNOW AND ASSOCIATES, LTD. | 36-3493622 | BANNOCKBURN, IL | TPA | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $23K | — |
| MERRILL LYNCH | — | CHARLOTTE, NC | SERVICE PROVIDER | $17K | — |
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 |
|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCT 4K LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 402 | Pooled Separate Account | $7.3M | 95.0% |
