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| Provider | Service type | Compensation |
|---|---|---|
FRANKEL, LLC1 year Filed as: FRANKEL LLC Service code 10 11404 WEST DODGE RD, STE 700 · OMAHA, NE 68154 | Accounting | $10,000 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $9,470 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,551 |
Filed as: PENSION ADMINISTRATORS, LLC Service code 15 · EIN 20-4043839 | Recordkeeping | $5,545 |
4 funds of $250K or more; 31 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Pension Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| Stadion Managed - Growth Manager not matched · Other | $491K | 15.9% |
| VG LifeStrategy Growth SA32 Manager not matched · Other | $318K | 10.3% |
| Lvip TRowePrice 2050 Fund Sall Lincoln Financial · Mutual fund | $257K | 8.3% |
| Lvip TRowePrice 2040 Fund SAL4 Lincoln Financial · Mutual fund | $253K | 8.2% |
| Stadion Managed - Moderate Manager not matched · Other | $244K | 7.9% |
| Lvip TRowePrice 2050 Fund SAP3 Lincoln Financial · Mutual fund | $231K | 7.5% |
| Lvip SSgA S&P 500 Index SA27 State Street (SSgA) · Mutual fund Index | $217K | 7.0% |
| VG LifeStrategy Cons Grw SA30 Manager not matched · Other | $181K | 5.9% |
| Lvip TRowePrice 2020 Fund SAL2 Lincoln Financial · Mutual fund | $106K | 3.4% |
| Managed Prin Prot Ptf Samp Manager not matched · Other | $101K | 3.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.