Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $238K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$68K in admin expenses, $179 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 45 lines in all, holding $7.0M of the plan's $7.0M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Financial Group Trust Company YourPath American Funds 2030 Moderate Capital Group · Collective trust | $865K | 12.4% |
| Value Reliastar Life Insurance Company ReliaStar Life Insurance General Account Manager not matched · Insurance contract | $781K | 11.1% |
| Yourpath American Funds 2045 Moderate Capital Group · Mutual fund | $672K | 9.6% |
| YourPath American Funds 2040 Moderate Mutual Fund Capital Group · Mutual fund | $618K | 8.8% |
| YourPath American Funds 2035 Moderate Mutual Fund Capital Group · Mutual fund | $505K | 7.2% |
| Yourpath American Funds 2025 Moderate Capital Group · Mutual fund | $432K | 6.2% |
| Yourpath American Funds 2050 Moderate Capital Group · Mutual fund | $282K | 4.0% |
| Yourpath American Funds 2055 Moderate Capital Group · Mutual fund | $241K | 3.4% |
| Putnam Fiduciary Trust Company Putnam Sustainable Leaders Fund - Class A Franklin Templeton · Collective trust | $238K | 3.4% |
| Nonparticipant-Directed Investments ReliaStar Life Insurance General Account Manager not matched · Insurance contract | $229K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
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.
35 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
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 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 Recordkeeping Fees | $65,866 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025