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 |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | 35-2130755 | INDIANAPOLIS, IN | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $14K | — |
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $5K | — |
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 | $7.5M | 84.5% |
| LNL SATC STADION MANAGED CONSERVATI LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 705 | Pooled Separate Account | $405K | 4.6% |
| LNL SATT STADION MANAGED MAXIMUM GR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 724 |
Pooled Separate Account |
| $152K |
| 1.7% |
| LNL SATB STADION MANAGED BALANCED LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 722 | Pooled Separate Account | $138K | 1.5% |
| LNL SATM STADION MANAGED MODERATE LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 706 | Pooled Separate Account | $93K | 1.0% |
| LNL SATG STADION MANAGED GROWTH LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 707 | Pooled Separate Account | $37K | 0.4% |
| LNL SATP STADION MANAGED CAPITAL PR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 723 | Pooled Separate Account | $0 | <0.1% |
