Filings through .
Filed January 18, 2022
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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 | $261,265 |
24 funds of $250K or more; 17 lines in all, holding $86.2M of the plan's $87.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $69.5M | 80.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 4.9% |
| Growth Fund OF America Capital Group · Mutual fund | $2.7M | 3.1% |
| Stable Value Fund with Insurance Company: Lnlic Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.3M | 2.7% |
| American American Fund CL R6 Capital Group · Mutual fund | $1.5M | 1.7% |
| Neuberger Quality Equity Fund Class R6 Neuberger Berman · Mutual fund | $1.1M | 1.2% |
| Vanguard Partners International Opportunities Vanguard · Mutual fund | $935K | 1.1% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $896K | 1.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $817K | 0.9% |
| Mass Select Mid Cap Growth MassMutual · Other | $476K | 0.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Partners International Opportunities | $935K |
| DroppedAmerican Euro-Pacific Growth Fund | $775K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.