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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $26K | — |
| MMA SECURITIES LLC/JOHNATHAN FREDMA | — | NEW YORK, NY | SERVICE PROVIDER | $3K | — |
| DWC ERISA CONSULTANTS LLC | 26-2091417 | ST. PAUL, MN | 3RD PARTY ADMINISTRATOR | $3K | — |
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 | $1.6M | 64.2% |
