Filings through .
Filed August 1, 2018 (most recent of 3 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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $17,157 |
14 funds of $250K or more; 19 lines in all, holding $18.9M of the plan's $19.0M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $4.6M | 24.3% |
| JPMorgan Core Plus Bond Fund Class A JPMorgan · Mutual fund Possible retail class A | $3.4M | 18.1% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.9M | 15.1% |
| iShares MSCI EAFE International Index A BlackRock · ETF Index | $1.6M | 8.5% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.1M | 5.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $819K | 4.3% |
| iShares Russell Mid-Cap Index Fund Institutional BlackRock · ETF Index | $761K | 4.0% |
| MFS Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $652K | 3.5% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $592K | 3.1% |
| Columbia Contrarian Core Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $556K | 2.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.