Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$41K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 15 lines in all, holding $3.9M of the plan's $3.9M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.0M | 26.0% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $639K | 16.4% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $607K | 15.6% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $400K | 10.3% |
| Eupac Fund Capital Group · Mutual fund | $317K | 8.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $306K | 7.9% |
| Arberdeen Emerging Markets Fund Manager not matched · Mutual fund | $201K | 5.2% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $192K | 4.9% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $84K | 2.2% |
| Loomis Sayles Small Cap Growth Fund Natixis IM · Mutual fund | $44K | 1.1% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
5 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 |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $27,167 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 Advisory (Plan) | $13,337 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025