Robert Maxey signed Bob Maxey Lincoln, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Maxey Lincoln, Inc.'s EIN is 38-1807015.
Download the official 2024 Form 5500 (PDF) for Bob Maxey Lincoln, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bob Maxey Lincoln, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISOR-PLAN | $19K | — |
| KINGSVIEW WEALTH MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Mutual Funds | — | — | $1.4M | 12.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $906K | 7.8% | |
| JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $902K | 7.8% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $841K | 7.2% | |
| T. Rowe Price U.S. Equity Research Fund | Other securities | — | — | $665K | 5.7% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $576K | 5.0% | |
| John Hancock Trust Company LLC American Funds The Bond Fund of America | Mutual Funds | — | — | $554K | 4.8% | |
| Fidelity Concord Street Trust - Fid Int Index Fund | Common Collective Trusts | — | — | $546K | 4.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $542K | 4.7% | |
| MFS Mid Cap Growth Fund Class R3 | Mutual Funds | — | — | $533K | 4.6% | |
| METLIFE STABLE VAL SER 25157 RELIANCE TRUST CO- METLIFE SV · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $512K | 4.4% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $368K | 3.2% | |
| American Century Disciplined Core Value Fund | Other securities | — | — | $286K | 2.5% | |
| PGIM High Yield Fund Class R6 | Other securities | — | — | $285K | 2.5% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $284K | 2.4% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $271K | 2.3% | |
| Western Asset Core Plus Bond Fund | Other securities | — | — | $271K | 2.3% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $237K | 2.0% | |
| Allspring Special Small Cap Value Fund - Class A | Other securities | — | — | $195K | 1.7% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $192K | 1.7% | |
| Cohen & Steers Institutional Realty Shares, Inc | Common Stocks | — | — | $151K | 1.3% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $147K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $124K | 1.1% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $112K | 1.0% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $111K | 1.0% | |
| MFS Emerging Markets Debt Fund Class R6 | Mutual Funds | — | — | $106K | 0.9% | |
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $102K | 0.9% | |
| Vanguard International Value Fund Investor Shares * 101 JPMorgan U.S. Govt Money Market Fund | Mutual Funds | — | — | $80K | 0.7% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $65K | 0.6% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $56K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $55K | 0.5% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $48K | 0.4% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $37K | 0.3% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $31K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund * 261 American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard World Fund - Vanguard Int Growth Fund | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4016866 |
| — |
| INVESTMENT ADVISOR-PLAN |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLC | 38-1357951 | — | AUDITOR | $20K | — |
