Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$1K in admin expenses, $5 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 29 lines in all, holding $18.0M of the plan's $18.1M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 21.7% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.9M | 10.7% |
| Lincoln NY Stable Value Account -Lygpa Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.7M | 9.4% |
| Contract Fidelity International Index Fidelity (FMR) · Insurance contract Index | $1.2M | 6.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 5.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $872K | 4.9% |
| MidCap S&P 400 Index Fund R-6 Principal · Mutual fund Index | $843K | 4.7% |
| Tiaa traditional annuity contract - non-benefit TIAA (Nuveen) · Insurance contract | $648K | 3.6% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $618K | 3.4% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $614K | 3.4% |
19 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $1,169 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025