Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $11.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$50K in admin expenses, $90 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 20 lines in all, holding $39.4M of the plan's $41.0M. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $9.9M | 25.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $4.8M | 12.3% |
| Lincoln Stable Value Account - Lngpa Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.0M | 7.6% |
| Macquarie Emerging Markets Fund Macquarie / Nomura · Mutual fund | $2.6M | 6.7% |
| MFS Total Return Bond Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.5M | 6.2% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $2.3M | 5.9% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $2.1M | 5.4% |
| MFS Mid Cap Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.9M | 4.9% |
| Western Asset Core Plus Bond Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $1.7M | 4.4% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · Collective trust Index | $1.7M | 4.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
10 more lines in this lineup are on Pro. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 Recordkeeping | $31,603 |
MOMENTA, INC.1 year Filed as: MOMENTA, INC Service code 15 · EIN 85-4166502 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 Recordkeeping | $17,850 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 03848 Accounting | $500 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025