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 |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | APPLETON, WI | TPA | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $47K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $120 | — |
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 ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | $4.7M | 33.1% |
| LNL SATM STADION MANAGED MODERATE LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 706 | Pooled Separate Account | $3.1M | 21.7% |
| LNL SATG STADION MANAGED GROWTH LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 707 |
Pooled Separate Account |
| $2.7M |
| 18.9% |
| LNL SATT STADION MANAGED MAXIMUM GR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 724 | Pooled Separate Account | $1.5M | 10.7% |
| LNL SATB STADION MANAGED BALANCED LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 722 | Pooled Separate Account | $440K | 3.1% |
| LNL SATC STADION MANAGED CONSERVATI LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 705 | Pooled Separate Account | $381K | 2.7% |
| LNL SATP STADION MANAGED CAPITAL PR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 723 | Pooled Separate Account | $13K | <0.1% |
