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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $64,949 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,056 |
THE ROSE FINANCIAL GROUP LLC4 years Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 23-1655226 | Recordkeeping | $2,225 |
10 funds of $250K or more; 23 lines in all, holding $8.9M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $5.4M | 60.3% |
| MFS VIT Growth MFS (Sun Life) · Mutual fund | $698K | 7.8% |
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $561K | 6.3% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $374K | 4.2% |
| New World Fund Inc Capital Group · Mutual fund | $321K | 3.6% |
| International Growth and Income Fund Capital Group · Mutual fund | $240K | 2.7% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $230K | 2.6% |
| Lincoln Director SS Russell Small Cap Value Index Fund State Street (SSgA) · Mutual fund Index | $208K | 2.3% |
| Invesco Growth And Income Fund Invesco · Mutual fund | $168K | 1.9% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $148K | 1.7% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.