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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $69,842 |
17 funds of $250K or more; 28 lines in all, holding $18.8M of the plan's $17.2M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd 500 Index Adml Class Manager not matched · Mutual fund Index | $2.7M | 14.1% |
| Amfds 2045 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $2.4M | 13.0% |
| Amfds 2035 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $1.9M | 10.1% |
| Amfds 2025 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $1.4M | 7.2% |
| Lrdabt Gr Ldrs R5 Manager not matched · Mutual fund | $1.3M | 6.9% |
| Amfds 2050 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $1.1M | 5.8% |
| Amfds 2040 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $948K | 5.0% |
| Vngrd Mid-Cap Index FD AS Manager not matched · Mutual fund Index | $941K | 5.0% |
| Amfds 2030 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $725K | 3.9% |
| Amfds 2010 Trgtdtrtrmt R5 Manager not matched · Mutual fund | $716K | 3.8% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVngrd Divd Gr Inv | $493K |
| DroppedJPM Smcap Eq R5 | $330K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.