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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | CONSULTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2023, respectively. b. Notes receivable from participants were $102,514 and $100,703 at December 31 | Other securities | — | $103K | $101K | 1.4% | |
| during the years ended December 31, 2024 and 2023, respectively. d. Interest and dividend income on investments was $35,271 and $30,211 during the | Other securities | — | $35K | $30K | 0.4% | |
| years ended December 31, 2024 and 2023, respectively. e. Interest income on notes receivable of $8,330 and $4,955 during 2024 and 2023 | Other securities | — | $8K | $5K | <0.1% |
