Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $32,279 |
Filed as: WELLTH ADVISORY SERVICE, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,349 |
3 funds of $250K or more; 60 lines in all, holding $2.9M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Yourpath American Century State Street Global Advisors 2025 Moderate American Century · Mutual fund | $748K | 25.5% |
| Yourpath American Century State Street Global Advisors 2030 Moderate American Century · Mutual fund | $426K | 14.5% |
| 2035 Moderate American Century · Mutual fund | $321K | 10.9% |
| American Century State Street Global YourPath Portfolio, Advisors 2050 Moderate American Century · Mutual fund | $151K | 5.1% |
| Yourpath American Century State Street Global Advisors 2020 Moderate American Century · Mutual fund | $125K | 4.3% |
| 2045 Moderate American Century · Mutual fund | $104K | 3.6% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $104K | 3.6% |
| Lvip Macquarie Wealth Builder Macquarie / Nomura · Other | $99K | 3.4% |
| Yourpath American Century State Street Global Advisors 2040 Moderate American Century · Mutual fund | $99K | 3.4% |
| Lincoln Multifund Lvip Global Moderate Allocation MGD Ris! Lincoln Financial · Other Recordkeeper's own fund | $85K | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.