Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $16,591 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $421 |
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
4 funds of $250K or more; 81 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.4M | 37.3% |
| Lincoln Fixed Account Lincoln Financial · Insurance contract | $708K | 18.6% |
| Interests in Subaccounts of the Lincoln Separate Account C: Lincoln National Life Lincoln Financial · Separate account | $157K | 4.1% |
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $149K | 3.9% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $148K | 3.9% |
| Guaranteed Interest Account Equitable · Insurance contract | $126K | 3.3% |
| Lvip Macquarie Wealth Builder Macquarie / Nomura · Other | $96K | 2.5% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund | $72K | 1.9% |
| Lvip Dimensional US Core Equity Dimensional · Mutual fund | $68K | 1.8% |
| Lvip JPMorgan Retirement Income Fund JPMorgan · Mutual fund | $68K | 1.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.