Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $5,377 |
Filed as: UNITED PENSION DESIGNS, LLC Service code 15 | Recordkeeping | $2,985 |
THE PENSION SERVICE, INC.2 years Filed as: THE PENSION SERVICE INC Service code 15 | Recordkeeping | $2,497 |
Filed as: TPA AT TIME OF FEE WITHDRAWL Service code 15 | Recordkeeping | $1,900 |
3 funds of $250K or more; 25 lines in all, holding $3.3M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $2.2M | 65.4% |
| Vanguard 500 Index Vanguard · Separate account Index | $333K | 10.0% |
| State Street Russell Large Cap Growth State Street (SSgA) · Separate account | $231K | 6.9% |
| Lincoln Life- Director Guaranteed Stable Value Lincoln Financial · Insurance contract Recordkeeper's own fund | $117K | 3.5% |
| State Street Russell Large Cap Value State Street (SSgA) · Separate account | $86K | 2.6% |
| Baird Core Plus Bond Baird · Separate account | $56K | 1.7% |
| DFA US Core Equity Portfolio Dimensional · Separate account | $54K | 1.6% |
| Federated Government Ultrashort Duration Federated Hermes · Separate account | $43K | 1.3% |
| Vanguard Emerging Market Stock Vanguard · Separate account | $42K | 1.2% |
| Vanguard International Growth Vanguard · Separate account | $34K | 1.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.