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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $53,759 |
THE RETIREMENT ADVANTAGE INC2 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $5,158 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $240 |
13 funds of $250K or more; 29 lines in all, holding $16.3M of the plan's $16.3M. From the 2025 filing. Recordkeeper: The Retirement Advantage.
Target-date series: T. Rowe Price Retirement, other, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Stadion Managed Growth Fund Manager not matched · Separate account | $3.1M | 19.1% |
| Stadion Managed Moderate Fund Manager not matched · Separate account | $2.9M | 17.7% |
| Stadion Managed Max Growth Fund Manager not matched · Separate account | $2.1M | 13.0% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 5 vintages | $2.0M | 12.3% |
| Managed Principal Protect Portfolio Fund Principal · Insurance contract | $1.4M | 8.3% |
| Stadion Managed Balanced Fund Manager not matched · Separate account | $1.2M | 7.6% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Separate account Index | $886K | 5.5% |
| Stadion Managed Conservative Fund Manager not matched · Separate account | $413K | 2.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Separate account | $294K | 1.8% |
| Invesco Growth And Income Fund Invesco · Separate account | $278K | 1.7% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.