William Dennis signed LINC Aquisition Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LINC Aquisition Co.'s EIN is 83-1539856.
Download the official 2024 Form 5500 (PDF) for LINC Aquisition Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LINC Aquisition Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | — | CUSTODIAN, RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACK FINANCIAL GROUP, INC. | — | — | INVESTMENT ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2030 Fund Mutual Funds (1) | Mutual Funds | — | — | $5.1M | 16.7% | |
| Vanguard Target Ret 2040 Fund Mutual Funds (1) | Mutual Funds | — | — | $3.2M | 10.5% | |
| Vanguard Target Ret 2025 Fund Mutual Funds (1) | Mutual Funds | — | — | $2.9M | 9.5% | |
| PGIM Jennison Growth R6 Mutual Funds (1) | Other securities | — | — | $2.9M | 9.5% | |
| Vanguard 500 Index Fd Admiral Mutual Funds (1) | Common Collective Trusts | — | — | $2.5M | 8.2% | |
| Vanguard Target Ret 2035 Fund Mutual Funds (1) | Mutual Funds | — | — | $2.3M | 7.5% | |
| BlackRock Technology Opport R Mutual Funds (1) | Other securities | — | — | $1.9M | 6.2% | |
| Vanguard Target Ret 2045 Fund Mutual Funds (1) | Mutual Funds | — | — | $1.1M | 3.5% | |
| John Hancock Stable Val Fd R6 Common Collective Trust (1) | Common Collective Trusts | — | — | $1.0M | 3.3% | |
| John Hancock Disciplined Val R Mutual Funds (1) | Other securities | — | — | $995K | 3.2% | |
| Vanguard Target Ret 2055 Fund Mutual Funds (1) | Mutual Funds | — | — | $663K | 2.2% | |
| Invesco US Gov Money Prt Instl Mutual Funds (1) | Mutual Funds | — | — | $652K | 2.1% | |
| Baron Asset Fund Inst Class Mutual Funds (1) | Other securities | — | — | $588K | 1.9% | |
| Vanguard Target Ret 2050 Fund Mutual Funds (1) | Mutual Funds | — | — | $563K | 1.8% | |
| Participant Loans Interest rates of 5.25% - 10.50% | Bonds / Notes | — | — | $501K | 1.6% | |
| Vanguard Mid Cap Index Adm Mutual Funds (1) | Mutual Funds | — | — | $469K | 1.5% | |
| John Hancock Disc Val MC R6 Mutual Funds (1) | Other securities | — | — | $456K | 1.5% | |
| Vanguard Dev Mrkts Indx Adm Mutual Funds (1) | Mutual Funds | — | — | $366K | 1.2% | |
| Fidelity Adv Growth Opport Z Mutual Funds (1) | Mutual Funds | — | — | $351K | 1.1% | |
| Vanguard Target Ret Income Fd Mutual Funds (1) | Mutual Funds | — | — | $344K | 1.1% | |
| Vanguard Target Ret 2020 Fund Mutual Funds (1) | Mutual Funds | — | — | $331K | 1.1% | |
| Vanguard Target Ret 2060 Fund Mutual Funds (1) | Mutual Funds | — | — | $286K | 0.9% | |
| Macquarie Small Cap Value Int Mutual Funds (1) | Other securities | — | — | $175K | 0.6% | |
| American Mod Gr Inc Pt R5 Mutual Funds (1) | Common Stocks | — | — | $172K | 0.6% | |
| Dodge & Cox Income I Mutual Funds (1) | Mutual Funds | — | — | $102K | 0.3% | |
| ClearBridge Sm Cap Gr IS Mutual Funds (1) | Other securities | — | — | $102K | 0.3% | |
| JPMorgan Emerging Mkts Eqty R6 Mutual Funds (1) | Other securities | — | — | $88K | 0.3% | |
| BlackRock Total Return Fund Mutual Funds (1) | Other securities | — | — | $85K | 0.3% | |
| PIMCO Real Return Instl Mutual Funds (1) | Mutual Funds | — | — | $81K | 0.3% | |
| Vanguard High Yield Corp Adml Mutual Funds (1) | Mutual Funds | — | — | $78K | 0.3% | |
| Cohen & Steers Inst Realty Mutual Funds (1) | Other securities | — | — | $73K | 0.2% | |
| DFA Comm Strat Port Inst Mutual Funds (1) | Mutual Funds | — | — | $47K | 0.2% | |
| DFA Intl Sm Company Prt Cl I Mutual Funds (1) | Mutual Funds | — | — | $41K | 0.1% | |
| JPMorgan US Govt MMkt Cap CL Mutual Funds (1) | Mutual Funds | — | — | $39K | 0.1% | |
| Causeway International Val Ist Mutual Funds (1) | Other securities | — | — | $27K | <0.1% | |
| Vanguard S-T Federal Fund Adml Mutual Funds (1) | Mutual Funds | — | — | $22K | <0.1% | |
| Legg Mason BW Glob Ops Bond Is Mutual Funds (1) | Other securities | — | — | $20K | <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 |
|---|---|---|---|---|---|
| CBIZ APA | — | — | THIRD PARTY ADMINISTRATO | $7K | — |
