Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $37K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$127K in admin expenses, $57 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
49 funds of $250K or more; 100 lines in all, holding $127M of the plan's $130M. Recordkeeper: not identified.
Target-date series: Empower Lifetime, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln YourPath 2035 Moderate Fund Lincoln Financial · Mutual fund | $13.1M | 10.4% |
| Lincoln YourPath 2030 Moderate Fund Lincoln Financial · Mutual fund | $11.8M | 9.3% |
| Lincoln YourPath 2040 Moderate Fund Lincoln Financial · Mutual fund | $10.0M | 7.9% |
| Lincoln YourPath 2025 Moderate Fund Lincoln Financial · Mutual fund | $8.3M | 6.6% |
| Lincoln YourPath 2045 Moderate Fund Lincoln Financial · Mutual fund | $7.9M | 6.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 5.3% |
| Lincoln YourPath Income Moderate Fund Lincoln Financial · Mutual fund | $5.6M | 4.4% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $5.1M | 4.0% |
| Lincoln YourPath 2050 Moderate Fund Lincoln Financial · Mutual fund | $4.7M | 3.7% |
| Lincoln YourPath 2055 Moderate Fund Lincoln Financial · Mutual fund | $3.8M | 3.0% |
| 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 |
90 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchYourPath American Funds 2035 Moderate Mutual Fund to Lincoln YourPath 2035 Moderate Fund | $75.6M to $89.2M |
| DroppedAllspring Yourpath 2050 Aggressive Fund | $551K |
| ReplacedHighAmerican Wasatch Core Growth Institutional Class Shares Fund to Wasatch Core Growth Fund Institutional Class Shares | $521K to $254K |
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. They do not show money moved.
90 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed December 14, 2007 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025