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Original filing (PDF)20251015151951NAL0002538403001
LINC AQUISITION CO.
Form 5500
FILING_RECEIVED
LINC SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
211
Accounts w/ balance
220
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINC AQUISITION CO..
Plan sponsor
Name
LINC AQUISITION CO.
EIN
83-1539856
Address
16540 SOUTHPARK DR. · WESTFIELD, IN · 46074
Phone
(317) 399-3200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | — | CUSTODIAN, RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACK FINANCIAL GROUP, INC. | — | — | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ APA | — | — | THIRD PARTY ADMINISTRATO | $7K | — |
Investments
37 direct securities· $30.7M(100% of reported assets)
Uncategorized
$30.7M
36 holdings
Mutual Funds
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2030 Fund Mutual Funds (1) | — | — | — | $5.1M | 16.7% | |
| Vanguard Target Ret 2040 Fund Mutual Funds (1) | — | — | — | $3.2M | 10.5% | |
| Vanguard Target Ret 2025 Fund Mutual Funds (1) | — | — | — | $2.9M | 9.5% | |
| PGIM Jennison Growth R6 Mutual Funds (1) | — | — | — | $2.9M | 9.5% | |
| Vanguard 500 Index Fd Admiral Mutual Funds (1) | — | — | — | $2.5M | 8.2% | |
| Vanguard Target Ret 2035 Fund Mutual Funds (1) | — | — | — | $2.3M | 7.5% | |
| BlackRock Technology Opport R Mutual Funds (1) | — | — | — | $1.9M | 6.2% | |
| Vanguard Target Ret 2045 Fund Mutual Funds (1) | — | — | — | $1.1M | 3.5% | |
| John Hancock Stable Val Fd R6 Common Collective Trust (1) | — | — | — | $1.0M | 3.3% | |
| John Hancock Disciplined Val R Mutual Funds (1) | — | — | — | $995K | 3.2% | |
| Vanguard Target Ret 2055 Fund Mutual Funds (1) | — | — | — | $663K | 2.2% | |
| Invesco US Gov Money Prt Instl Mutual Funds (1) | — | — | — | $652K | 2.1% | |
| Baron Asset Fund Inst Class Mutual Funds (1) | — | — | — | $588K | 1.9% | |
| Vanguard Target Ret 2050 Fund Mutual Funds (1) | — | — | — | $563K | 1.8% | |
| Participant Loans Interest rates of 5.25% - 10.50% | — | — | — | $501K | 1.6% | |
| Vanguard Mid Cap Index Adm Mutual Funds (1) | — | — | — | $469K | 1.5% | |
| John Hancock Disc Val MC R6 Mutual Funds (1) | — | — | — | $456K | 1.5% | |
| Vanguard Dev Mrkts Indx Adm Mutual Funds (1) | — | — | — | $366K | 1.2% | |
| Fidelity Adv Growth Opport Z Mutual Funds (1) | — | — | — | $351K | 1.1% | |
| Vanguard Target Ret Income Fd Mutual Funds (1) | — | — | — | $344K | 1.1% | |
| Vanguard Target Ret 2020 Fund Mutual Funds (1) | — | — | — | $331K | 1.1% | |
| Vanguard Target Ret 2060 Fund Mutual Funds (1) | — | — | — | $286K | 0.9% | |
| Macquarie Small Cap Value Int Mutual Funds (1) | — | — | — | $175K | 0.6% | |
| American Mod Gr Inc Pt R5 Mutual Funds (1) | — | — | — | $172K | 0.6% | |
| Dodge & Cox Income I Mutual Funds (1) | — | — | — | $102K | 0.3% | |
| ClearBridge Sm Cap Gr IS Mutual Funds (1) | — | — | — | $102K | 0.3% | |
| JPMorgan Emerging Mkts Eqty R6 Mutual Funds (1) | — | — | — | $88K | 0.3% | |
| BlackRock Total Return Fund Mutual Funds (1) | — | — | — | $85K | 0.3% | |
| PIMCO Real Return Instl Mutual Funds (1) | — | — | — | $81K | 0.3% | |
| Vanguard High Yield Corp Adml Mutual Funds (1) | — | — | — | $78K | 0.3% | |
| Cohen & Steers Inst Realty Mutual Funds (1) | — | — | — | $73K | 0.2% | |
| DFA Comm Strat Port Inst Mutual Funds (1) | — | — | — | $47K | 0.2% | |
| DFA Intl Sm Company Prt Cl I Mutual Funds (1) | — | — | — | $41K | 0.1% | |
| JPMorgan US Govt MMkt Cap CL Mutual Funds (1) | Mutual Funds | — | — | $39K | 0.1% | |
| Causeway International Val Ist Mutual Funds (1) | — | — | — | $27K | <0.1% | |
| Vanguard S-T Federal Fund Adml Mutual Funds (1) | — | — | — | $22K | <0.1% | |
| Legg Mason BW Glob Ops Bond Is Mutual Funds (1) | — | — | — | $20K | <0.1% |
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