Filings through .
Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $93,203 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $56,250 |
KREISCHER MILLER1 year Filed as: J.L. KREISCHER,PC ET AL PTRS Service code 10 · EIN 23-1980475 | Accounting | $16,500 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,826 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $250 |
57 funds of $250K or more; 63 lines in all, holding $233M of the plan's $237M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $66.1M | 28.4% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $25.9M | 11.1% |
| Non benefit-responsive insurance contract Tiaa Cref TIAA (Nuveen) · Insurance contract | $24.1M | 10.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $18.1M | 7.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $11.7M | 5.0% |
| Tiaa-Cref TIAA (Nuveen) · Insurance contract | $8.8M | 3.8% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $7.5M | 3.2% |
| Vanguard Index Trust Growth Fund Vanguard · Collective trust Index | $6.7M | 2.9% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund | $6.4M | 2.8% |
| Vanguard 500 Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.1M | 2.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.