Filings through .
Filed February 6, 2012 (most recent of 2 filings on file)
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 NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,006 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $17,267 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $12,950 |
14 funds of $250K or more; 17 lines in all, holding $46.3M of the plan's $47.4M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $9.6M | 20.6% |
| LNL Stable Value Fixed account Manager not matched · Insurance contract | $7.4M | 16.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $7.1M | 15.3% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $5.1M | 11.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $2.9M | 6.2% |
| BlackRock Inflation Protected Bond Portfolio BlackRock · Mutual fund | $2.8M | 6.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $2.0M | 4.2% |
| Baillie Gifford Emerging Markets Equities Fund Baillie Gifford · Mutual fund | $1.9M | 4.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $1.7M | 3.7% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.7M | 3.7% |
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.
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.