Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $16,817 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS RPA Service code 27 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $13,586 |
Service code 15 · EIN 62-1757444 | Recordkeeping | $5,962 |
2 funds of $250K or more; 8 lines in all, holding $2.1M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Tennessee Pension Administrators.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.7M | 78.4% |
| Lincoln SS S&P 500 Index Non-Ln Srs Fd Sawu State Street (SSgA) · Mutual fund Index | $173K | 8.1% |
| American Funds International Growth SA6F Capital Group · Mutual fund | $85K | 3.9% |
| American Funds Invest Co of America SA6G Capital Group · Mutual fund | $78K | 3.6% |
| Lincoln SS S&P Mid Cap Index Sacd State Street (SSgA) · Mutual fund Index | $55K | 2.5% |
| American Funds Amer Balanced SA6B Capital Group · Mutual fund | $44K | 2.0% |
| DFA US Small Cap Prt Inst SA7L Dimensional · Mutual fund | $24K | 1.1% |
| Federated Hermes Gov Ultrashort Dur SAC7 Federated Hermes · Other | $6K | 0.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.