Filings through .
Filed June 3, 2013
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 FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $121,901 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: ANGELL PENSION GROUP, INC. Service code 26 · EIN 04-2530412 | Advisory (Participants) | $12,227 |
20 funds of $250K or more; 44 lines in all, holding $38.9M of the plan's $40.6M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: T. Rowe Price Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $13.4M | 34.4% |
| Lincoln Stable Value Account - Lngpa Lincoln Financial · Insurance contract Recordkeeper's own fund | $4.8M | 12.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 10.0% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $3.4M | 8.7% |
| American Funds Bonds of America Class I R6 Capital Group · Mutual fund | $2.2M | 5.7% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 4.4% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $1.7M | 4.4% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $1.4M | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.4% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $1.2M | 3.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.