The Baughan Group's EIN is 37-1346322.
Download the official 2024 Form 5500 (PDF) for The Baughan Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Baughan Group'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 |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | — | TPA | $3K | — |
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 | — | — | $4.4M | 74.9% | |
| 34 Guaranteed Stable Val Registered Investment Company | Common Stocks | — | — | $1.4M | 24.4% | |
| 2 * AmerFunds InvestCo Amer SA6G Registered Investment Company | Common Stocks | — | — | $614K | 10.6% | |
| 16 * Vanguard 500 Index SACG Registered Investment Company | Common Collective Trusts | — | — | $572K | 9.8% | |
| 26 Nuveen Lifecycle Inx 2030 SARK Registered Investment Company | Mutual Funds | — | — | $571K | 9.8% | |
| 22 Baird Aggregate Bond Inst SAEJ Registered Investment Company | Common Stocks | — | — | $375K | 6.4% | |
| 28 Nuveen Lifecycle Inx 2040 SARM Registered Investment Company | Mutual Funds | — | — | $353K | 6.1% | |
| 17 VG Dev Markets Idx Admrl SACH Registered Investment Company | Common Collective Trusts | — | — | $246K | 4.2% | |
| 12 * VG Mid Cap Grw Idx Admrl SAB3 Registered Investment Company | Common Collective Trusts | — | — | $200K | 3.4% | |
| 8 * VG Int Grw Admrl Shares SAAX Registered Investment Company | Common Stocks | — | — | $194K | 3.3% | |
| 7 * VG Inflation Protectd Sec SAAW Registered Investment Company | Common Stocks | — | — | $191K | 3.3% | |
| 9 * VG Int Val Inv Shares SAAY Registered Investment Company | Common Stocks | — | — | $161K | 2.8% | |
| 5 * VG Emgng Mkt Stk Admrl SAAS Registered Investment Company | Common Stocks | — | — | $97K | 1.7% | |
| 19 Vanguard Growth Index Adm SAE4 Registered Investment Company | Mutual Funds | — | — | $87K | 1.5% | |
| 21 Vanguard Sm Cap Grwth Ind SAE6 Registered Investment Company | Mutual Funds | — | — | $83K | 1.4% | |
| 6 * VG High Yld Corp Admrl SAAV Registered Investment Company | Common Stocks | — | — | $78K | 1.3% | |
| 4 * SS Rsl Sml Cap Val NL SAAA Registered Investment Company | Common Stocks | — | — | $73K | 1.3% | |
| 14 * VG REI Fund Admiral Shrs SAB5 Registered Investment Company | Common Stocks | — | — | $68K | 1.2% | |
| 30 Nuveen Lifecycle Inx 2050 SARO Registered Investment Company | Mutual Funds | — | — | $50K | 0.9% | |
| 13 * VG Mid Cap Val Idx Admrl SAB4 Registered Investment Company | Common Collective Trusts | — | — | $44K | 0.8% | |
| 35 Notes Receivable from Participants Various Maturities & Interest Rates | Other securities | — | — | $39K | 0.7% | |
| 25 Nuveen Lifecycle Inx 2025 SARJ Registered Investment Company | Mutual Funds | — | — | $37K | 0.6% | |
| 31 Nuveen Lifecycle Inx 2055 SARP Registered Investment Company | Mutual Funds | — | — | $32K | 0.5% | |
| 10 * VG LifeStrat Grw SAB1 Registered Investment Company | Common Stocks | — | — | $31K | 0.5% | |
| 27 Nuveen Lifecycle Inx 2035 SARL Registered Investment Company | Mutual Funds | — | — | $30K | 0.5% | |
| 11 * VG LifeStrat Mod Grw SAB2 Registered Investment Company | Common Stocks | — | — | $21K | 0.4% | |
| 18 Investco Bal Risk Comm St SAE3 Registered Investment Company | Common Stocks | — | — | $17K | 0.3% | |
| 3 * Loomis Sayles Bond SA9A Registered Investment Company | Common Stocks | — | — | $15K | 0.3% | |
| 23 VG Ultra ShTrm Bnd Admrl SAKO Registered Investment Company | Common Stocks | — | — | $7K | 0.1% | |
| 15 * VG Tot World Stk Idx Adm SABP Registered Investment Company | Common Collective Trusts | — | — | $6K | 0.1% | |
| 29 Nuveen Lifecycle Inx 2045 SARN Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% | |
| 20 Vanguard Value Index Adml SAE5 Registered Investment Company | Mutual Funds | — | — | $5K | <0.1% | |
| 1 * AmerFunds Int Grw&Inc SA6F Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| 32 Nuveen Lifecycle Inx 2060 SARQ Registered Investment Company | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $13K | — |
