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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | APPLETON, WI | TPA | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $2.6M | 96.1% | |
| BlackRock LifePath Index 2045 Fund Registered Investment Company | Other securities | — | — | $850K | 32.0% | |
| BlackRock LifePath Index 2050 Fund Registered Investment Company | Other securities | — | — | $586K | 22.1% | |
| BlackRock LifePath Index 2035 Fund Registered Investment Company | Other securities | — | — | $332K | 12.5% | |
| BlackRock LifePath Index 2040 Fund Registered Investment Company | Other securities | — | — | $204K | 7.7% | |
| BlackRock LifePath Index SADT Registered Investment Company | Other securities | — | — | $125K | 4.7% | |
| BlackRock LifePath Index 2055 Fund Registered Investment Company | Other securities | — | — | $121K | 4.6% | |
| State Street Russell Small Cap Growth Index NL Series Fund Registered Investment Company | Other securities | — | — | $104K | 3.9% | |
| Participant Loans Interest rates at 10.50% $0 | Bonds / Notes | — | — | $76K | 2.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Registered Investment Company | Other securities | — | — | $64K | 2.4% | |
| State Street Russell Large Cap Growth Index NL Series Fund Registered Investment Company | Other securities | — | — | $42K | 1.6% | |
| BlackRock LifePath Index 2060 Fund Registered Investment Company | Other securities | — | — | $40K | 1.5% | |
| Guaranteed Insurance Account * Lincoln Guaranteed Stable Value Account Guaranteed Insurance Account | Other securities | — | — | $27K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Registered Investment Company | Other securities | — | — | $25K | 1.0% | |
| BlackRock LifePath Index 2065 Fund Registered Investment Company | Other securities | — | — | $20K | 0.8% | |
| State Street Russell Large Cap Value Fund Registered Investment Company | Other securities | — | — | $10K | 0.4% | |
| Registered Investment Companies BlackRock LifePath Index 2030 Fund Registered Investment Company | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH, PIERCE, FENNER & SMIT | — | CHARLOTTE, NC | SERVICE PROVIDER | $12K | — |
