Filings through .
Filed August 13, 2002 (most recent of 3 filings on file)
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 CORP6+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $129,576 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $73,000 |
23 funds hold $46.9M of the plan's $47.5M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln NY Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $11.1M | 23.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.8M | 18.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.3M | 9.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 6.7% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.8M | 5.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.2% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $2.1M | 4.5% |
| Carillon Eagle Mid Cap Growth Fund Class A Raymond James · Mutual fund Possible retail class A | $1.9M | 4.0% |
| MTR West Total Return Bond Fund Manager not matched · Mutual fund | $1.3M | 2.7% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.1M | 2.4% |
Covers 61,314 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.