Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU | — | SHREWSBURY, NJ | TPA | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $101K | — |
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $57K | — |
| PINNACLE FINANCIAL SERVICES | 59-2438373 |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $5.9M |
| — |
| SERVICE PROVIDER |
| $10K |
| — |
| 34.6% |
| LNL SATG STADION MANAGED GROWTH LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 707 | Pooled Separate Account | — | — | $3.1M | 18.3% |
| LNL SATM STADION MANAGED MODERATE LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 706 | Pooled Separate Account | — | — | $2.2M | 13.0% |
| value 1,770 | — | — | $1.8M | $2.0M | 11.5% |
| LNL SATC STADION MANAGED CONSERVATI LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 705 | Pooled Separate Account | — | — | $1.0M | 6.1% |
| LNL SATP STADION MANAGED CAPITAL PR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 723 | Pooled Separate Account | — | — | $932K | 5.5% |
| LNL SATB STADION MANAGED BALANCED LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 722 | Pooled Separate Account | — | — | $684K | 4.0% |
| LNL SATT STADION MANAGED MAXIMUM GR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 724 | Pooled Separate Account | — | — | $621K | 3.6% |
| Total Fully2002-51 Corrected UnderVFCP and PTE VFCP Pending ContributionsCorrection in Corrected TransactionsContributionsOutside VFCP | — | — | — | $92K | 0.5% |
| PLAN NUMBER 333DECEMBER 31, 2024 EMPLOYER IDENTIFICATION NUMBER 41-1676811 X BLD CONNECTION MULTIPLE EMPLOYER 401(K) SAVINGS PLAN | — | — | — | $92K | 0.5% |
