Plan Sponsor signed Linak U.S. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Linak U.S. Inc.'s EIN is 61-1265293.
Download the official 2024 Form 5500 (PDF) for Linak U.S. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Linak U.S. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $30K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCF ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.3M | 16.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.5M | 9.4% | |
| Nuveen Large Cap Growth Index | Mutual Funds | — | — | $2.1M | 8.2% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $1.7M | 6.7% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $1.7M | 6.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.6M | 6.2% | |
| GOLDMAN SACHS STABLE VALUE INV CL 1 GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $1.4M | 5.4% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $1.3M | 5.0% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $1.2M | 4.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 4.6% | |
| Fidelity International Index Institutional | Mutual Funds | — | — | $1.1M | 4.1% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $971K | 3.7% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $744K | 2.9% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $670K | 2.6% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $628K | 2.4% | |
| Blackrock High Yield Bond | Other securities | — | — | $270K | 1.0% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $269K | 1.0% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $180K | 0.7% | |
| Vanguard Emerging Markets Stock | Mutual Funds | — | — | $180K | 0.7% | |
| DFA Commodity Strategy Institutional | Mutual Funds | — | — | $179K | 0.7% | |
| Vanguard Total Institutional Bond Index Admiral | Mutual Funds | — | — | $154K | 0.6% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $115K | 0.4% | |
| Nuveen Lifecycle Index Retirement | Mutual Funds | — | — | $39K | 0.2% | |
| PIMCO Real Return Fund Inst | Mutual Funds | — | — | $26K | <0.1% | |
| Nuveen Lifecycle Target 2010 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| COVINGTON, KY |
| INVESTMENT ADVISOR |
| $28K |
| — |
