Kevin Sheehan signed Varsity Lincoln Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Varsity Lincoln Inc.'s EIN is 38-3173118.
Download the official 2024 Form 5500 (PDF) for Varsity Lincoln Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Varsity Lincoln Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $3.6M | 18.9% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 2 | Mutual Funds | — | — | $2.6M | 13.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.6M | 13.3% | |
| NYLI Winslow Large Cap Growth A | Other securities | — | — | $2.0M | 10.2% | |
| PIMCO Diversified Income Fund Class A | Mutual Funds | — | — | $1.6M | 8.2% | |
| Fidelity Extended Market Index Fund -Premium Class | Common Collective Trusts | — | — | $1.1M | 5.5% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $888K | 4.6% | |
| T. Rowe Price Retirement 2020 Trust Class K | Other securities | — | — | $815K | 4.2% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $815K | 4.2% | |
| MFS International Value Fund Class R3 | Mutual Funds | — | — | $783K | 4.1% | |
| T. Rowe Price Retirement 2035 Trust Class K | Other securities | — | — | $706K | 3.7% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $706K | 3.7% | |
| T. Rowe Price Retirement 2040 Trust Class K | Other securities | — | — | $647K | 3.4% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $647K | 3.4% | |
| T. Rowe Price Retirement 2050 Trust Class K | Other securities | — | — | $597K | 3.1% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $597K | 3.1% | |
| Fidelity U.S. Bond Index Fund - Premium Class | Common Collective Trusts | — | — | $547K | 2.8% | |
| Fidelity Management Trust Company T. Rowe Price Institutional Mid-Cap Equity Growth | Mutual Funds | — | — | $466K | 2.4% | |
| T. Rowe Price Retirement 2030 Trust Class K | Other securities | — | — | $453K | 2.4% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $453K | 2.4% | |
| T. Rowe Price Retirement 2025 Trust Class K | Other securities | — | — | $439K | 2.3% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $439K | 2.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $349K | 1.8% | |
| T. Rowe Price Retirement 2045 Trust Class K | Other securities | — | — | $307K | 1.6% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $307K | 1.6% | |
| 9.50 percent - | Other securities | — | — | $268K | 1.4% | |
| American Beacon Small Cap Value Investor Class | Other securities | — | — | $267K | 1.4% | |
| T. Rowe Price Retirement 2055 Trust Class K | Other securities | — | — | $249K | 1.3% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $249K | 1.3% | |
| TRP Small Cap Stock I | Other securities | — | — | $165K | 0.9% | |
| T. Rowe Price Retirement 2060 Trust Class K | Other securities | — | — | $145K | 0.8% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $145K | 0.8% | |
| T. Rowe Price Retirement 2065 Trust Class K | Other securities | — | — | $101K | 0.5% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $101K | 0.5% | |
| Victory Sycamore Established Value Fund Y | Other securities | — | — | $99K | 0.5% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $76K | 0.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $58K | 0.3% | |
| T. Rowe Price Retirement 2005 Trust Class K | Other securities | — | — | $22K | 0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $22K | 0.1% | |
| TRP RETIRE 2055 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 J T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 J T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 J T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 J T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
