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 |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS/JOHN FLETCH | — | OVERLAND PARK, KS | SERVICE PROVIDER | $14K | — |
| LINCOLN FINANCIAL GROUP | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $10K | — |
| THE ROSE FINANCIAL GROUP, LLC | — | INDIANAPOLIS, IN | SERVICE PROVIDER | $9K | — |
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 | $0 | — |