Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$76K in admin expenses, $150 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 27 lines in all, holding $36.2M of the plan's $36.7M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Shares S&P 500 Index Institutional Shares Manager not matched · Mutual fund Index | $7.1M | 19.7% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $4.5M | 12.3% |
| Guaranteed Interest Fund Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.7M | 10.2% |
| Guggenheim Total Return Bond Fund R6 Guggenheim · Mutual fund | $2.6M | 7.1% |
| Nationwide Mid Cap Market Index Fund Class A Nationwide · Mutual fund Index | $2.0M | 5.6% |
| Inflation-Adjusted Bond Fund A Class American Century · Mutual fund | $1.9M | 5.3% |
| Goldman Sachs Smallmid Cap Growth Class A Goldman Sachs · Mutual fund | $1.5M | 4.1% |
| Invesco Global Fund Class A Invesco · Mutual fund | $1.5M | 4.0% |
| Columbia Contrarian Core Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 3.9% |
| BNY Mellon Strategic Value Class A BNY · Mutual fund | $1.3M | 3.6% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 14 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedColumbia Contrarian Core Fund Class A | $1.4M |
| DroppedDividends | $1.4M |
| AddedBNY Mellon Strategic Value Class A | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
17 more lines and 13 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 |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $56,859 |
STEPHANO SLACK LLC3 years Filed as: STEPHANO SLACK, LLC Service code 10 · EIN 16-1710665 Accounting | $19,250 |
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.
3 contacts
11 filings · 2015 to 2025