Filings through .
Filed October 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $132,186 |
22 funds hold $51.7M of the plan's $52.2M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintages | $28.1M | 54.4% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $5.0M | 9.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 6.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 6.3% |
| Invesco Equity AND Income Fund Class R6 Invesco · Mutual fund | $2.8M | 5.5% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.3M | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.3% |
| Causeway International Value CL Inst Causeway Capital · Other | $1.1M | 2.2% |
| or Maturity Value Cost Value Mutual Funds V Manager not matched · Mutual fund | $845K | 1.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $736K | 1.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addedor Maturity Value Cost Value Mutual Funds V | $845K |
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, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.