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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $41,208 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $30,010 |
22 funds of $250K or more; 39 lines in all, holding $29.5M of the plan's $29.6M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.0M | 47.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 11.9% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract | $1.9M | 6.4% |
| Tiaa Traditional Guaranteed annuity contract - fair value TIAA (Nuveen) · Insurance contract | $1.6M | 5.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $1.4M | 4.6% |
| Growth Account TIAA (Nuveen) · Insurance contract | $1.0M | 3.4% |
| S&P 500 Index Account TIAA (Nuveen) · Insurance contract Index | $574K | 1.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $543K | 1.8% |
| Global Equities Account TIAA (Nuveen) · Insurance contract | $537K | 1.8% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $519K | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.