Filings through .
5 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $5.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$74K in admin expenses, $163 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 26 lines in all, holding $15.8M of the plan's $16.5M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.7M | 23.5% |
| JPMorgan Core Bond Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.9M | 11.9% |
| Inflation-Adjusted Bond Fund A Class American Century · Mutual fund | $1.5M | 9.6% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $985K | 6.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $804K | 5.1% |
| Washington Mutual Investors Fund Class R-4 Capital Group · Mutual fund | $778K | 4.9% |
| Columbia Contrarian Core Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $749K | 4.7% |
| Eaton Vance Income Fund of Boston Class A Morgan Stanley · Mutual fund Possible retail class A | $709K | 4.5% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $706K | 4.5% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $566K | 3.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 Contract Administrator | $51,432 |
BOND & COMPANY, PLC6 years Service code 10 · EIN 47-0899021 Accounting | $22,370 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed September 26, 2012.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025