Filings through .
Filed December 4, 2013
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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6 funds hold $59K of the plan's $60K. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $36K | 60.4% |
| Benefit-Responsive Investment Contract: Lincoln NY Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $21K | 36.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $801 | 1.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $618 | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $355 | 0.6% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $215 | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.