Filings through .
4 of 19 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $13.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$151K in admin expenses, $91 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more; 29 lines in all, holding $42.9M of the plan's $44.1M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $5.7M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 11.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $4.0M | 9.4% |
| JPMorgan Core Bond Fund Class A JPMorgan · Mutual fund Possible retail class A | $3.3M | 7.7% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $2.6M | 6.2% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $2.3M | 5.3% |
| Columbia Contrarian Core Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $2.3M | 5.3% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.9M | 4.3% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $1.8M | 4.2% |
| MFS Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.7M | 4.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPIMCO Real Return Fund Institutional | $2.6M |
| DroppedInflation-Adjusted Bond Fund A Class | $2.6M |
| Share class changeWashington Mutual Investors Fund Class R-4 to Washington Mutual Investors Fund R-6 | $1.8M to $1.9M |
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. They do not show money moved.
19 more lines and 4 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 Contract Administrator | $127,518 |
BOND & COMPANY, PLC6 years Service code 10 · EIN 47-0899021 Accounting | $23,889 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025