Cedric Gaddy signed Life University, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Life University, Inc.'s EIN is 58-1216007.
Download the official 2023 Form 5500 (PDF) for Life University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Life University, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $8.2M | 20.8% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $6.0M | 15.3% | |
| Fidelity Contrafund | Mutual Funds | — | — | $5.8M | 14.9% | |
| Group Annuity Contract * Lincoln Stable Value Account - LNGPA | Stable Value | — | — | $2.6M | 6.5% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.4M | 3.5% | |
| Parnassus Endeavor Institutional Shares | Other securities | — | — | $1.3M | 3.3% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.3M | 3.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.1M | 2.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $1.0M | 2.6% | |
| MFS Value Fund Class R3 | Mutual Funds | — | — | $968K | 2.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $965K | 2.5% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $942K | 2.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $915K | 2.3% | |
| Wells Fargo Advantage Core Bond Fund | Other securities | — | — | $852K | 2.2% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $745K | 1.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $646K | 1.6% | |
| Goldman Sachs Gqg Partners International opp Class R | Mutual Funds | — | — | $624K | 1.6% | |
| Virtus Small Cap Core Class R | Other securities | — | — | $575K | 1.5% | |
| Nuveen Quant Smallmid Cap Equity | Mutual Funds | — | — | $511K | 1.3% | |
| Vanguard Short-Term Bond Index Admiral | Mutual Funds | — | — | $442K | 1.1% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $359K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $353K | 0.9% | |
| Value Line Emerging Opportunities | Other securities | — | — | $250K | 0.6% | |
| Columbia Strategic Income Advisor Class | Other securities | — | — | $199K | 0.5% | |
| Eaton Vance Short Duration Inflation Protected Income Class I | Other securities | — | — | $103K | 0.3% | |
| PIMCO Commodities Plus Strategy Class A | Mutual Funds | — | — | $41K | 0.1% | |
| T. Rowe Price Retirement Income Balanced Fund | Other securities | — | — | $31K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $22K | <0.1% | |
| Lincoln Pathbuilder Income | Other securities | — | — | $11K | <0.1% | |
| ENHANCED STOCK MARKET FUND WELLS FARGO BANK, N.A. · EIN 56-6288528 / PN 001 | Pooled Separate Account | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
