FG, LLC DBA the Foundation Group's EIN is 81-4579176.
Download the official 2024 Form 5500 (PDF) for FG, LLC DBA the Foundation Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FG, LLC DBA the Foundation Group's plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | 43-1829594 | ST. LOUIS, MO | TPA | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| YOURPATH AM FUNDS 2035 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.7M | 13.7% | |
| YOURPATH AM FUNDS 2030 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.6M | 13.0% | |
| YOURPATH AM FUNDS 2040 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.4M | 11.2% | |
| Am Fds The Grwth of Amer Value of Interest in Registered Investment Company Below | Common Stocks | — | — | $1.0M | 8.4% | |
| AM FUNDS GROWTH FD OF AMERICA R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.0M | 8.4% | |
| YOURPATH AM FUNDS 2045 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $961K | 7.8% | |
| Vngrd 500 Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $947K | 7.7% | |
| VANGUARD 500 INDEX ADMIRAL CLASS LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $947K | 7.7% | |
| YOURPATH AM FUNDS 2025 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $837K | 6.8% | |
| YOURPATH AM FUNDS 2020 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $655K | 5.3% | |
| YOURPATH AM FUNDS 2055 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $524K | 4.3% | |
| YOURPATH AM FUNDS 2050 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $326K | 2.6% | |
| LINCOLN STABLE VALUE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $324K | 2.6% | |
| Am Fds Amer Balnc Value of Interest in Registered Investment Company - | Common Stocks | — | — | $272K | 2.2% | |
| AM FUNDS AMERICAN BALANCED R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $272K | 2.2% | |
| Vngrd Smcp Grwth Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $261K | 2.1% | |
| VANGUARD SM CAP GR INDEX ADMIRAL LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $261K | 2.1% | |
| Participant Notes Receivable 4.25% to 9.50% - | Bonds / Notes | — | — | $258K | 2.1% | |
| YOURPATH AM FUNDS 2060 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $187K | 1.5% | |
| Yourpath American Funds 2055 Grwth Value of Interest in Pooled Separate Accounts - | Pooled Separate Accounts | — | — | $186K | 1.5% | |
| YOURPATH AM FUNDS 2050 GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $186K | 1.5% | |
| AM FUNDS NEW WORLD R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $185K | 1.5% | |
| YOURPATH AM FUNDS 2015 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $107K | 0.9% | |
| Vngrd Dvlpd Mrkts Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $88K | 0.7% | |
| VANGUARD DEVELOPED MKTS INDEX ADMIR LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $88K | 0.7% | |
| Vngrd Midcp Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $64K | 0.5% | |
| VANGUARD MID CAP INDEX ADMIRAL LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $64K | 0.5% | |
| MFS VALUE R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $61K | 0.5% | |
| YOURPATH AM FUNDS 2065 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| Pimco Incm Value of Interest in Registered Investment Company - | Mutual Funds | — | — | $43K | 0.3% | |
| PIMCO INCOME INSTITUTIONAL LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Jpm Smcp Value of Interest in Registered Investment Company - | Common Stocks | — | — | $38K | 0.3% | |
| JP MORGAN SM CAP VALUE R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $38K | 0.3% | |
| Yourpath American Funds 2025 Grwth Value of Interest in Pooled Separate Accounts - | Pooled Separate Accounts | — | — | $36K | 0.3% | |
| YOURPATH AM FUNDS 2010 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $34K | 0.3% | |
| YOURPATH AM FUNDS INCOME MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Fdlty US Bond Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $27K | 0.2% | |
| FIDELITY US BOND INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| AM FUNDS INTL GR & INC R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Vngrd Real Estat Indx Value of Interest in Registered Investment Company - | Common Stocks | — | — | $13K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| PIMCO REAL RETURN INSTITUTIONAL CLA LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Fedrtd Gvnmt Utlshr Durtn Value of Interest in Registered Investment Company - | Common Stocks | — | — | $6K | <0.1% | |
| FEDERATED GVNMT ULTRASHORT DURATION LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| YOURPATH AM FUNDS 2040 GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| YOURPATH AM FUNDS 2040 CONSERVATIVE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Yourpath American Funds Incm Grwth Value of Interest in Pooled Separate Accounts - | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| YOURPATH AM FUNDS INCOME GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Yourpath American Funds 2050 Grwth Value of Interest in Pooled Separate Accounts - | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| YOURPATH AM FUNDS 2045 GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
