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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 | $173,936 |
29 funds of $250K or more; 19 lines in all, holding $171M of the plan's $176M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $125M | 73.3% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.3M | 6.6% |
| Lincoln Life and Annuity Company of New York Lincoln Financial · Insurance contract Recordkeeper's own fund | $9.2M | 5.4% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.1M | 4.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 1.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.2M | 1.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 1.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 1.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 0.9% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Growth Index Fund Admiral Shares to Vanguard Growth Index Fund Institutional Shares | $4.1M to $7.1M |
| ReplacedHighChamplain MID CAP Fund Institutional Shares to Vanguard Mid-Cap Growth Index Fund Admiral Shares | $1.6M to $1.8M |
| AddedHarbor International Core Fund Retirement Class | $937K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.