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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP5+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $805 |
9 funds of $250K or more; 15 lines in all, holding $7.5M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| BNY Mellon S&P 500 Index Fund BNY · Mutual fund Index | $1.6M | 21.5% |
| JPMorgan Large Cap Growth Fund Class R4 JPMorgan · Mutual fund | $1.3M | 17.8% |
| As of December 31, 2025 maturity date, rate of interest, collateral Lincoln Financial · Insurance contract Recordkeeper's own fund | $934K | 12.4% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund | $828K | 11.0% |
| Baird Aggregate Bond Fund Investor Baird · Mutual fund | $610K | 8.1% |
| Washington Mutual Investors Fund Class R-4 Capital Group · Mutual fund | $459K | 6.1% |
| BNY Mellon Midcap Index Inc Investor Shares BNY · Mutual fund Index | $451K | 6.0% |
| BNY Mellon International Stock Index Fund Investor Shares BNY · Mutual fund Index | $402K | 5.4% |
| BlackRock Inflation Protected Bond Portfolio Investor A Shares BlackRock · Mutual fund | $351K | 4.7% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $198K | 2.6% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.