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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP8+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $196,279 |
15 funds of $250K or more; 24 lines in all, holding $26.9M of the plan's $43.2M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $4.3M | 16.1% |
| Lincoln Flexpath Index Conservative Retirement R3 Lincoln Financial · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $3.7M | 13.6% |
| Lincoln FlexPath Index Conservative 2055 Class R3 Lincoln Financial · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $3.2M | 11.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.6M | 9.6% |
| Lincoln Flexpath Index Conservative R3 2035 Lincoln Financial · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $2.4M | 9.1% |
| Lincoln Flexpath Index Conservative R3 2045 Lincoln Financial · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $2.4M | 9.0% |
| State Street MidCap Index State Street (SSgA) · Mutual fund Index | $2.2M | 8.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 5.2% |
| State Street Russell Large Cap Growth Index Fund State Street (SSgA) · Mutual fund Index | $1.1M | 3.9% |
| Lincoln Flexpath Index Aggressive R3 2035 Lincoln Financial · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $683K | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.