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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $116,289 |
401K ADMINISTRATORS, INC5 years Service code 15 · EIN 68-0603460 14071 PEYTON DR UNIT 968 · CHINO HILLS, CA 91709 | Recordkeeping | $950 |
Service code 99 · EIN 33-0639599 1301 DOVE ST STE 890 · NEWPORT BEACH, CA 92660 | Other Fees | $0 |
17 funds of $250K or more; 21 lines in all, holding $17.1M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.6M | 67.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 9.1% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $775K | 4.5% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $569K | 3.3% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $427K | 2.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $324K | 1.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $291K | 1.7% |
| Neuberger Mid Cap Growth Fund Institutional Class Neuberger Berman · Mutual fund | $250K | 1.5% |
| Nomura Small Cap Value Fund Institutional Class Macquarie / Nomura · Mutual fund | $221K | 1.3% |
| New World Fund (R6) Capital Group · Mutual fund | $203K | 1.2% |
Covers 60,908 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.
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 signed off without reservation. This is the cleanest opinion.