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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $114,402 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 | Advisory (Participants) | $83,800 |
17 funds of $250K or more; 18 lines in all, holding $23.9M of the plan's $25.1M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: MFS Lifetime, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $15.1M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 14.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.3M | 5.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $993K | 4.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $489K | 2.0% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $478K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $428K | 1.8% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $385K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 1.3% |
| American International Vintage Fund Capital Group · Mutual fund | $239K | 1.0% |
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.
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.