Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$310K in admin expenses, $404 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 19 lines in all, holding $79.2M of the plan's $79.9M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Lincoln Stable Value Fund Insurance Lincoln Financial · Insurance contract Recordkeeper's own fund | $15.4M | 19.4% |
| Core Plus Bond Fund Class R1 Manager not matched · Collective trust | $11.2M | 14.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $10.0M | 12.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $5.6M | 7.0% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $5.5M | 6.9% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $5.1M | 6.5% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $4.3M | 5.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $4.0M | 5.1% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $3.9M | 5.0% |
| Vanguard Small Cap Index Fund Admiral Registered Investment Companies Vanguard · Mutual fund Index | $2.2M | 2.8% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCore Plus Bond Fund Class R1 | $11.2M |
| DroppedTCW Metwest Total Return Bond Fund | $10.1M |
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.
9 more lines 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 CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $183,139 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 Advisory (Plan) | $125,529 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed June 30, 2010.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025