Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORTATION Service code 13 · EIN 35-1140070 | Contract Administrator | $30,935 |
DWC ERISA CONSULTANTS LLC4 years Filed as: DWC ERISA CONSULTANTS Service code 15 · EIN 26-2091417 | Recordkeeping | $2,185 |
10 funds of $250K or more; 27 lines in all, holding $8.9M of the plan's $24.2M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 25.6% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.1M | 12.3% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $843K | 9.5% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $689K | 7.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $682K | 7.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $599K | 6.8% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $470K | 5.3% |
| International Growth and Income Fund Class F-1 Capital Group · Separate account | $320K | 3.6% |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares Vanguard · Mutual fund | $303K | 3.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $277K | 3.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.