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Original filing (PDF)20250922120929NAL0004696417001
VARSITY LINCOLN INC
Form 5500
FILING_RECEIVED
VARSITY LINCOLN 401(K) PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
157
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
25 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARSITY LINCOLN INC.
Plan sponsor
Name
VARSITY LINCOLN INC
EIN
38-3173118
Address
PO BOX 633 · NOVI, MI · 48376
Phone
(248) 305-5300
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $26K | — |
Investments
25 direct securities · 25 pooled funds· $26.3M(100% of reported assets)
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.
Uncategorized
$18.8M
25 holdings
Common Collective Trust
$7.5M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class | — | — | — | $3.6M | 18.9% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 2 | — | — | — | $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 | — | — | — | $2.0M | 10.2% | |
| PIMCO Diversified Income Fund Class A | — | — | — | $1.6M | 8.2% | |
| Fidelity Extended Market Index Fund -Premium Class | — | — | — | $1.1M | 5.5% | |
| Putnam Large Cap Value Fund | — | — | — | $888K | 4.6% | |
| T. Rowe Price Retirement 2020 Trust Class K | — | — | — | $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 | — | — | — | $783K | 4.1% | |
| T. Rowe Price Retirement 2035 Trust Class K | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $547K | 2.8% | |
| Fidelity Management Trust Company T. Rowe Price Institutional Mid-Cap Equity Growth | — | — | — | $466K | 2.4% | |
| T. Rowe Price Retirement 2030 Trust Class K | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $268K | 1.4% | |
| American Beacon Small Cap Value Investor Class | — | — | — | $267K | 1.4% | |
| T. Rowe Price Retirement 2055 Trust Class K | — | — | — | $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 | — | — | — | $165K | 0.9% | |
| T. Rowe Price Retirement 2060 Trust Class K | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $58K | 0.3% | |
| T. Rowe Price Retirement 2005 Trust Class K | — | — | — | $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% |
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