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Original filing (PDF)20250915095654NAL0000618419001
GREATER K.C. LINC, INC
Form 5500
FILING_RECEIVED
LINC 401(K) RETIREMENT/SAVINGS PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
229
Accounts w/ balance
300
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2035 Fund Vanguard 0" is 29% of plan.
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER K.C. LINC, INC.
Plan sponsor
Name
GREATER K.C. LINC, INC
EIN
43-1676730
Address
2301 MCGEE · SUITE 600 · KANSAS CITY, MO · 64111
Phone
(816) 889-5050
Industry
Health Care & Social Assistancesee 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
2025-09-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $33K | — |
| TWO WEST CAPITAL INVESTORS | 27-3055170 | — | NONE | $30K | — |
Investments
24 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.6M | 28.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.1M | 16.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.1M | 16.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $844K | 6.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $767K | 6.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $633K | 5.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $571K | 4.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $464K | 3.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $426K | 3.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $333K | 2.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $246K | 1.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $147K | 1.2% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $133K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $63K | 0.5% | |
| DFA US Large Cap Growth Instl DFA 0 | — | — | — | $61K | 0.5% | |
| DFA U.S. Small Cap Value Portfolio I DFA 0 | — | — | — | $47K | 0.4% | |
| Nuveen International Equity Index R6 Nuveen 0 | — | — | — | $42K | 0.3% | |
| DFA Selectively Hedged Glbl EQ DFA 0 | — | — | — | $39K | 0.3% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $35K | 0.3% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $18K | 0.1% | |
| DFA US Small Cap Growth Instl DFA 0 | — | — | — | $11K | <0.1% | |
| iShares U.S. Aggregate Bond Index K iShares 0 336 DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $10K | <0.1% | |
| DFA Selectively Hedged Gl Fixed Inc Inst DFA 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $4K | <0.1% |