Caitlin West signed Leisure Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leisure Care, LLC's EIN is 41-2087817.
Download the official 2024 Form 5500 (PDF) for Leisure Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leisure Care, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $251K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL SERVICES, LLC | 59-2438373 | — | SERVICE PROVIDER | $51K | — |
| 3(16) FIDUCIARY SERVICES CORP |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $44.2M | 98.0% | |
| Lincoln Target Date 2030 Fund | Other securities | — | — | $10.5M | 23.3% | |
| Lincoln Target Date 2040 Fund | Other securities | — | — | $9.2M | 20.3% | |
| Lincoln Target Date 2020 Fund | Other securities | — | — | $8.4M | 18.6% | |
| Lincoln Target Date 2050 Fund | Other securities | — | — | $6.1M | 13.4% | |
| Lincoln Target Date 2010 Fund | Other securities | — | — | $1.7M | 3.9% | |
| Lincoln Growth of America Fund | Other securities | — | — | $1.7M | 3.8% | |
| Lincoln Target Date 2060 Fund | Other securities | — | — | $1.2M | 2.6% | |
| Lincoln Mid Cap Growth Fund | Other securities | — | — | $888K | 2.0% | |
| Lincoln S&P 500 Index Fund | Common Collective Trusts | — | — | $680K | 1.5% | |
| Lincoln Investment Company of America Fund | Common Stocks | — | — | $621K | 1.4% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $483K | 1.1% | |
| Lincoln Washington Mutual Investment Fund | Other securities | — | — | $407K | 0.9% | |
| Lincoln American Balanced Fund | Other securities | — | — | $386K | 0.9% | |
| Lincoln Target Date 2025 Fund | Other securities | — | — | $382K | 0.8% | |
| The Lincoln National Life * Guaranteed Stable Value Account | Stable Value | — | — | $369K | 0.8% | |
| Lincoln Cap World Growth & Inc. Fund | Common Stocks | — | — | $279K | 0.6% | |
| Lincoln Agrregate Bond Institutional Fund | Other securities | — | — | $257K | 0.6% | |
| Lincoln Special Mid Cap Value Fund | Other securities | — | — | $220K | 0.5% | |
| Lincoln New Discovery Fund | Other securities | — | — | $167K | 0.4% | |
| Lincoln International Value Investment Fund | Other securities | — | — | $141K | 0.3% | |
| Lincoln Government Ultrashort Fund | Other securities | — | — | $135K | 0.3% | |
| Lincoln Target Date 2035 Fund | Other securities | — | — | $134K | 0.3% | |
| Lincoln New World Fund | Other securities | — | — | $118K | 0.3% | |
| Lincoln US Small Cap Value Prt Institutional Fund | Other securities | — | — | $117K | 0.3% | |
| Lincoln Target Date 2045 Fund | Other securities | — | — | $109K | 0.2% | |
| Lincoln Income Institutional Fund | Other securities | — | — | $79K | 0.2% | |
| Lincoln International Growth & Inc. Fund | Common Stocks | — | — | $58K | 0.1% | |
| Lincoln Income Fund of Boston | Other securities | — | — | $48K | 0.1% | |
| Lincoln Real Estate Fund Admiral Shares Fund | Other securities | — | — | $47K | 0.1% | |
| Lincoln Target Date 2055 Fund | Other securities | — | — | $44K | <0.1% | |
| Lincoln Inflation Adjusted Fund | Other securities | — | — | $38K | <0.1% | |
| Lincoln Community Real Return Strategy Fund | Other securities | — | — | $27K | <0.1% | |
| Lincoln International Growth Fund | Other securities | — | — | $22K | <0.1% | |
| Lincoln Target Date 2015 Fund | Other securities | — | — | $16K | <0.1% | |
| Lincoln International Bond Fund Admiral | Other securities | — | — | $12K | <0.1% | |
| Lincoln Target Date 2065 Fund | Other securities | — | — | $4K | <0.1% | |
| Lincoln Target Date 2070 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 45-4813650 |
| — |
| SERVICE PROVIDER |
| $18K |
| — |
