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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $12,444 |
10 funds of $250K or more; 32 lines in all, holding $8.3M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $3.3M | 40.4% |
| Lincoln Fixed Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.6M | 31.1% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $417K | 5.0% |
| Lvip Government Money Market Lincoln Financial · Money market Recordkeeper's own fund | $338K | 4.1% |
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $266K | 3.2% |
| Lvip Dimensional U.S. Core Equity 1 Dimensional · Mutual fund | $167K | 2.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $132K | 1.6% |
| Lvip T. Rowe Price 2060 Fund T. Rowe Price · Mutual fund | $131K | 1.6% |
| Fidelity VIP Growth Fidelity (FMR) · Mutual fund | $126K | 1.5% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund | $121K | 1.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.