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 |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | — | ST LOUIS, MO | TPA | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $18K | — |
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $8K | — |
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 NAT'L LIFE INS CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | $2.1M | 52.7% |
| LNL SATG STADION MANAGED GROWTH LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 707 | Pooled Separate Account | $603K | 15.0% |
| LNL SATM STADION MANAGED MOD LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 706 |
Pooled Separate Account |
| $393K |
| 9.8% |
| LNL SATB STADION MANAGED BAL LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 722 | Pooled Separate Account | $180K | 4.5% |
| LNL SATT STADION MANAGED MAX GROWTH LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 724 | Pooled Separate Account | $166K | 4.1% |
| LNL SATC STADION MANAGED CONSV LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 705 | Pooled Separate Account | $56K | 1.4% |
| LNL SATP STADION MANAGED CAP PRESV LINCOLN NAT'L LIFE INS CO · EIN 35-0472300 / PN 723 | Pooled Separate Account | $1K | <0.1% |
