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 |
|---|---|---|---|---|---|
| CASTLE ROCK INVESTMENT COMPANY | 02-6207186 | — | INVESTMENT ADVISORY - PL | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LINCOLN PATHBUILDER INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 | Pooled Separate Account | $0 | <0.1% |
| Indirect comp |
|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $60K | — |
