Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $59,106 |
RETIREWELL ADMINISTRATORS7 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DR W SUITE H · MARLTON, NJ 08053 | Recordkeeping | $15,399 |
10 funds of $250K or more; 21 lines in all, holding $11.4M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Retirewell Administrators.
Target-date series: American Funds Target Date, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Lincoln Financial · Insurance contract Target-date, 7 vintages | $7.3M | 64.0% |
| Lincoln National Life Insurance Company Vangurad 500 Index Sacg Lincoln Financial · Insurance contract Index | $1.4M | 11.9% |
| Lincoln Vangurad 500 Index Sacg Lincoln Financial · Insurance contract Index | $941K | 8.3% |
| Lincoln Amerfunds Grw of America SA6K Lincoln Financial · Insurance contract | $507K | 4.4% |
| Lincoin National Life Insurance Company Vanguard Sm Cap Vslue Ind SAE7 Vanguard · Insurance contract | $415K | 3.6% |
| December 31, 2025 Lincoln Financial · Insurance contract | $204K | 1.8% |
| Lincoln VG Mid Cap Val idx Admri SAB4 Vanguard · Insurance contract Index | $159K | 1.4% |
| Lincoln AmeriFunds 2060 TD Ret Sadv Lincoln Financial · Insurance contract | $102K | 0.9% |
| DFA US Lrg Cap Val Prt SA7K Dimensional · Insurance contract | $96K | 0.8% |
| Lincoln VG Mid Cap Grw Index Admri SAB3 Vanguard · Insurance contract Index | $87K | 0.8% |
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: 2 stable value or insurance lines.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.