Loyal Sharp signed Orange County Head Start Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orange County Head Start Inc.'s EIN is 95-3411088.
Download the official 2023 Form 5500 (PDF) for Orange County Head Start Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Orange County Head Start Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Nat’l Life - Multifund Fixed Account | Other securities | — | — | $20.5M | 74.1% | |
| Lincoln Nat’l Life - Multifund LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $1.6M | 5.8% | |
| various maturities through 2037 | Other securities | — | — | $630K | 2.3% | |
| Lincoln Nat’l Life - Multifund AB VPS Global Thematic | Other securities | — | — | $474K | 1.7% | |
| Lincoln Nat’l Life - Multifund American Funds Growth Fund | Mutual Funds | — | — | $450K | 1.6% | |
| Lincoln Nat’l Life - Multifund Fidelity Growth Portfolio | Mutual Funds | — | — | $444K | 1.6% | |
| Lincoln Nat’l Life - Multifund American Funds Growth-Income | Mutual Funds | — | — | $411K | 1.5% | |
| Lincoln Nat’l Life - Multifund LVIP Baron GRTH Opportunities | Other securities | — | — | $275K | 1.0% | |
| Lincoln Nat’l Life - Multifund Fidelity Contrafund Portfolio | Mutual Funds | — | — | $269K | 1.0% | |
| Lincoln Nat’l Life - Multifund LVIP Blended LC Grth Mngd Vol | Other securities | — | — | $188K | 0.7% | |
| Lincoln Nat’l Life - Multifund LVIP T. Rowe Price Structured | Other securities | — | — | $183K | 0.7% | |
| Lincoln Nat’l Life - Multifund LVIP MacQuarie US REIT Fund | Common Stocks | — | — | $175K | 0.6% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2050 | Mutual Funds | — | — | $167K | 0.6% | |
| Lincoln Nat’l Life - Multifund MacQuarie VIP SM CAP Val Ser | Other securities | — | — | $140K | 0.5% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2045 | Mutual Funds | — | — | $138K | 0.5% | |
| Lincoln Nat’l Life - Multifund LVIP Dimensional US Core Equity | Mutual Funds | — | — | $122K | 0.4% | |
| Lincoln Nat’l Life - Multifund LVIP MacQuarie Social Awrn Fund | Other securities | — | — | $119K | 0.4% | |
| Lincoln Nat’l Life - Multifund LVIP T. Rowe Price 2050 | Other securities | — | — | $103K | 0.4% | |
| Lincoln Nat’l Life - Multifund LVIP T. Rowe Price 2040 | Other securities | — | — | $97K | 0.3% | |
| Lincoln Nat’l Life - Multifund American Funds Global Growth | Mutual Funds | — | — | $92K | 0.3% | |
| Lincoln Nat’l Life - Multifund LVIP SSGA Small Cap Index | Other securities | — | — | $91K | 0.3% | |
| Lincoln Nat’l Life - Multifund Fidelity Asset Manager | Mutual Funds | — | — | $90K | 0.3% | |
| Lincoln Nat’l Life - Multifund Janus Henderson GLB Research | Mutual Funds | — | — | $69K | 0.2% | |
| Lincoln Nat’l Life - Multifund T. Rowe Price Int'l Stock | Other securities | — | — | $64K | 0.2% | |
| Lincoln Nat’l Life - Multifund LVIP MACQ DIVSFD INC Fund | Common Stocks | — | — | $60K | 0.2% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2040 | Mutual Funds | — | — | $56K | 0.2% | |
| Lincoln Nat’l Life - Multifund LVIP MacQuarie SMID CP COR Fund | Other securities | — | — | $55K | 0.2% | |
| Lincoln Nat’l Life - Multifund LVIP T. Rowe Price 2030 | Other securities | — | — | $54K | 0.2% | |
| Lincoln Nat’l Life - Multifund LVIP Mondrian Int’l Value | Other securities | — | — | $51K | 0.2% | |
| Lincoln Nat’l Life - Multifund AB VPS Global Thematic | Other securities | — | — | $49K | 0.2% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2035 | Mutual Funds | — | — | $39K | 0.1% | |
| Lincoln Nat’l Life - Multifund LVIP Global Growth Allocation MR 926 * Lincoln Nat’l Life - Multifund LVIP JPM Select Mid Cap Val MV | Other securities | — | — | $34K | 0.1% | |
| Lincoln Nat’l Life - Multifund LVIP MacQuarie DVR Float RT Fund 427 * Lincoln Nat’l Life - Multifund LVIP MacQuarie HI YLD Fund | Other securities | — | — | $31K | 0.1% | |
| Lincoln Nat’l Life - Multifund American Funds International | Mutual Funds | — | — | $29K | 0.1% | |
| Lincoln Nat’l Life - Multifund LVIP FT Emerging Mkt EQ Fund | Other securities | — | — | $26K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP BR Inflation Protected | Other securities | — | — | $24K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP T. Rowe Price 2020 | Other securities | — | — | $19K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP JPMorgan Retiremnt Income | Other securities | — | — | $18K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP SSGA Bond Index | Other securities | — | — | $18K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP SSGA International MGDVLT | Other securities | — | — | $16K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP Blackrock Global Alloc | Other securities | — | — | $14K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP AM Century Bal Fund | Other securities | — | — | $14K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP Global Conservative Allocation | Other securities | — | — | $14K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP SSGA Globl Tac Allc MGD Vol 780 * Lincoln Nat’l Life - Multifund LVIP SSGA International Index | Other securities | — | — | $13K | <0.1% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2060 | Mutual Funds | — | — | $13K | <0.1% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2055 | Mutual Funds | — | — | $12K | <0.1% | |
| Lincoln Nat’l Life - Multifund Fidelity VIP Freedom Target 2025 | Mutual Funds | — | — | $10K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP MacQuarie Bond Fund | Other securities | — | — | $8K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP FT GLB EQU MGMD VOL 210 * Lincoln Nat’l Life - Multifund LVIP Global Moderate Allocation MR | Other securities | — | — | $8K | <0.1% | |
| Lincoln Nat’l Life - Multifund LVIP Blackrock Real Estate | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
