LORI ANN Whittington signed Pine Castle, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pine Castle, Inc.'s EIN is 59-0704733.
Download the official 2023 Form 5500 (PDF) for Pine Castle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pine Castle, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $534 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contracts * Fixed Account Investment Contracts Fixed interest rate of 3% - | Other securities | — | — | $399K | 16.7% | |
| American Funds Target Date Retirement 2045 - | Mutual Funds | — | — | $318K | 13.3% | |
| American Funds Target Date Retirement 2020 - | Mutual Funds | — | — | $228K | 9.5% | |
| American Funds Target Date Retirement 2025 - | Mutual Funds | — | — | $145K | 6.1% | |
| American Funds Target Date Retirement 2035 - | Mutual Funds | — | — | $137K | 5.8% | |
| American Funds Target Date Retirement 2030 - | Mutual Funds | — | — | $129K | 5.4% | |
| Lincoln National Life - Multifund American Funds Growth Fund - | Mutual Funds | — | — | $119K | 5.0% | |
| Lincoln National Life - Multifund LVIP SSGA Bond Index - 6 * Lincoln National Life - Multifund LVIP SSGA Glbl Tc All - 11 * Lincoln National Life - Multifund LVIP SSGA S&P 500 Ind - | Common Collective Trusts | — | — | $87K | 3.6% | |
| American Funds Target Date Retirement 2040 - | Mutual Funds | — | — | $81K | 3.4% | |
| American Funds Target Date Retirement 2015 - | Mutual Funds | — | — | $67K | 2.8% | |
| Lincoln National Life - Multifund Fidelity Contrafund Portfo - | Mutual Funds | — | — | $64K | 2.7% | |
| Lincoln National Life - Multifund LVIP American Century Balanced - | Other securities | — | — | $58K | 2.4% | |
| Lincoln National Life - Multifund LVIP Macquarie US REIT Fund - | Common Stocks | — | — | $55K | 2.3% | |
| Lincoln National Life - Multifund American Funds Global Grow - | Mutual Funds | — | — | $51K | 2.1% | |
| American Funds Target Date Retirement 2065 - 249 Fidelity Investments Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $39K | 1.6% | |
| Lincoln National Life - Multifund LVIP Macquarie Diversified Income - 263 * Lincoln National Life - Multifund LVIP Macquarie Bond Fund - 483 * Lincoln National Life - Multifund LVIP Macquarie Hi Yield Fund - | Other securities | — | — | $36K | 1.5% | |
| Lincoln National Life - Multifund LVIP T Rowe Price 2050 - | Mutual Funds | — | — | $36K | 1.5% | |
| Reserves against loans nominal <2% - | Other securities | — | — | $32K | 1.3% | |
| American Funds Target Date Retirement 2060 - | Mutual Funds | — | — | $28K | 1.2% | |
| American Funds Target Date Retirement 2055 - | Mutual Funds | — | — | $28K | 1.2% | |
| American Funds Target Date Retirement 2010 - | Mutual Funds | — | — | $26K | 1.1% | |
| Lincoln National Life - Multifund LVIP T Rowe Price Str - | Mutual Funds | — | — | $24K | 1.0% | |
| American Funds Target Date Retirement 2050 - | Mutual Funds | — | — | $23K | 1.0% | |
| Lincoln National Life - Multifund LVIP Dimensional US Core Equity - | Mutual Funds | — | — | $16K | 0.7% | |
| Lincoln National Life - Multifund LVIP T Rowe Price 2020 - 734 * Lincoln National Life - Multifund LVIP T Rowe Price 2030 - | Mutual Funds | — | — | $16K | 0.7% | |
| Lincoln National Life - Multifund AB VPS Large Cap Growth - | Other securities | — | — | $14K | 0.6% | |
| Lincoln National Life - Multifund LVIP T Rowe Price 2040 - | Mutual Funds | — | — | $12K | 0.5% | |
| JP Morgan JP Morgan Large Cap Growth - | Other securities | — | — | $12K | 0.5% | |
| Lincoln National Life - Multifund American Funds Growth-Inco - | Mutual Funds | — | — | $11K | 0.5% | |
| The Hartford Dividend and Growth Fund - | Other securities | — | — | $11K | 0.5% | |
| Lincoln National Life - Multifund Macquarie VIP Small Cap Value - | Other securities | — | — | $10K | 0.4% | |
| Lincoln National Life - Multifund Fidelity Asset Manager - | Mutual Funds | — | — | $8K | 0.3% | |
| Legg Mason Clearbridge Mid Cap Growth Fund - | Other securities | — | — | $7K | 0.3% | |
| American Funds New World R6 - | Mutual Funds | — | — | $7K | 0.3% | |
| Lincoln National Life - Multifund LVIP Social Awareness Bond Fund - | Other securities | — | — | $7K | 0.3% | |
| Lincoln National Life - Multifund T Rowe Price Internationa - | Mutual Funds | — | — | $6K | 0.3% | |
| Lincoln National Life - Multifund Fidelity Growth Portfolio - | Mutual Funds | — | — | $6K | 0.3% | |
| Lincoln National Life - Multifund LVIP Macquarie Small Mid Cap - | Other securities | — | — | $5K | 0.2% | |
| Lincoln National Life - Multifund JANUS Henderson Global Research - | Mutual Funds | — | — | $5K | 0.2% | |
| s * Lincoln National Life - Multifund AB VPS Global Thematic - | Mutual Funds | — | — | $4K | 0.2% | |
| Lincoln National Life - Multifund NB Amt Sustainable Eq Portfolio - | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life - Multifund LVIP BaronGrowth Opp - | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life - Multifund LVIP SSGA Small Cap I - | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life - Multifund LVIP Blended Mid Cap Mngd - 397 * Lincoln National Life - Multifund LVIP Ft Emerging Market Fund - | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life - Multifund LVIP JP Morgan Retirement Income - | Other securities | — | — | $2K | <0.1% | |
| Lincoln National Life - Multifund American Funds Internation - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
