Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $69,697 |
9 funds of $250K or more; 14 lines in all, holding $14.6M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Contract Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.9M | 26.6% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund Possible retail class A | $3.2M | 21.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 19.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 9.0% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $931K | 6.4% |
| JPMorgan Small Cap Equity Fund Class R6 JPMorgan · Mutual fund | $829K | 5.7% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $415K | 2.8% |
| Fidelity Advisor Strategic Income Fund Class I Fidelity (FMR) · Mutual fund | $287K | 2.0% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $255K | 1.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $241K | 1.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Total Bond K6 Fund | $1.5M |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.