Filings through .
1 of 18 flags tripped on the 2025 filing.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$24K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 18 lines in all, holding $6.5M of the plan's $6.5M. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.3M | 66.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $453K | 7.0% |
| Ultra Fund R6 Class American Century · Mutual fund | $416K | 6.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $266K | 4.1% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $194K | 3.0% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $146K | 2.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $134K | 2.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $112K | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 1.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 Advisory (Plan) | $23,088 |
Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 Contract Administrator | $965 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025