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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $82,421 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $73,375 |
NEPC, LLC9 years Service code 17 · EIN 26-1429809 | Pension Consulting | $73,200 |
BENESYS, INC.1 year Filed as: BENESYS Service code 12 · EIN 38-2383171 | Plan Administrator; Claims processing... | $52,430 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Service code 10 · EIN 38-2388845 | Accounting | $30,933 |
ASHER KELLY2 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $21,193 |
Service code 29 · EIN 38-2590458 | Legal | $19,357 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $5,056 |
24 funds of $250K or more; 18 lines in all, holding $68.8M of the plan's $70.3M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $53.7M | 78.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 6.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $2.6M | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 2.9% |
| Fixed Annuity Contract Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.2M | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $918K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $724K | 1.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $412K | 0.6% |
| Artisan Small Cap Fund Institutional Shares Artisan Partners · Mutual fund | $408K | 0.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.