Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$56K in admin expenses, $116 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $9.1M of the plan's $10.0M. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.5M | 49.2% |
| MFS Massachusetts Investors Trust - Class R6 MFS (Sun Life) · Collective trust | $2.4M | 26.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $533K | 5.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $445K | 4.9% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $402K | 4.4% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $297K | 3.3% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $285K | 3.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $154K | 1.7% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $129K | 1.4% |
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 | $49,500 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 26 · EIN 22-3570392 Advisory (Participants) | $6,214 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025