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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $59,457 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $55,075 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $19,569 |
18 funds of $250K or more; 19 lines in all, holding $59.2M of the plan's $59.6M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Investor A Shares BlackRock · ETF Index | $9.3M | 15.7% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $7.3M | 12.4% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $6.5M | 10.9% |
| ClearBridge Large Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $6.2M | 10.5% |
| iShares MSCI EAFE International Index Fund Investor A BlackRock · ETF Index | $5.2M | 8.8% |
| Invesco Core Plus Bond Fund Class A Invesco · Mutual fund Possible retail class A | $3.7M | 6.2% |
| Janus Henderson Global Equity Income Fund Class A Janus Henderson · Mutual fund Possible retail class A | $3.6M | 6.0% |
| MFS International Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $3.6M | 6.0% |
| Neuberger Strategic Income Fund Class A Neuberger Berman · Mutual fund Possible retail class A | $3.1M | 5.2% |
| BlackRock High Yield Portfolio Investor A Shares BlackRock · Mutual fund | $2.9M | 4.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.