Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$56K in admin expenses, $257 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 4 lines in all, holding $2.2M of the plan's $10.0M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Extnd Mrkt Indx Manager not matched · Mutual fund Index | $1.0M | 46.3% |
| Fully Benefit-Responsive Investment Contract: Lincoln NY Stable Value Account - Lygpg Lincoln Financial · Insurance contract Recordkeeper's own fund | $778K | 35.8% |
| Victory Sycmre Sml CO Opp Victory Capital · Mutual fund | $217K | 10.0% |
| Putnam Incm Franklin Templeton · Mutual fund | $171K | 7.9% |
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: LINCOLN NATIONAL CORPORATION Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 Recordkeeping | $28,702 |
RBC WEALTH MANAGEMENT2 years Service code 16 · EIN 41-1416330 250 NICOLLETT MALL · MINNEAPOLIS, MN 55401 Consulting | $26,843 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025