Filings through .
Filed November 29, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $93,379 |
12 funds hold $38.1M of the plan's $44.4M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Stable Value Account - at contract value Lincoln Financial · Insurance contract Recordkeeper's own fund | $6.4M | 16.9% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $5.4M | 14.2% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $4.6M | 12.2% |
| MFS Massachusetts Investors Growth Stock Portfolio (R6) MFS (Sun Life) · Mutual fund | $4.4M | 11.5% |
| Columbia Large Cap Enhanced Core Fund (I3) Ameriprise (Columbia Threadneedle) · Mutual fund | $3.9M | 10.2% |
| Clearbridge Select Class Is Franklin Templeton · Other | $3.1M | 8.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 7.7% |
| Fidelity Advisor Value Fund Class Z Fidelity (FMR) · Mutual fund | $2.1M | 5.5% |
| Inflation-Adjusted Bond Fund R6 Class American Century · Mutual fund | $2.0M | 5.3% |
| Cohen & Steers Real Estate Securities Fund Class Z Manager not matched · Mutual fund | $1.2M | 3.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.