Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$108K in admin expenses, $44 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $108M of the plan's $109M. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $60.3M | 55.7% |
| Northern S&P 500 Index Fund - DC Non-Lending - Tier CT Northern Trust · Collective trust Index | $13.7M | 12.6% |
| Lincoln Stable Value Separate Account Lincoln Financial · Stable value Stable valueRecordkeeper's own fund | $10.5M | 9.7% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $4.6M | 4.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.1M | 3.8% |
| THE Hartford Equity Income Fund Class R6 Hartford Funds · Mutual fund | $3.4M | 3.1% |
| Northern Aggregate Bond Index Fund - Non-Lending - Tier CT Northern Trust · Collective trust Index | $3.2M | 3.0% |
| Northern Collective ACWI EX US IMI - DC - Non-Lending - Tier CT Northern Trust · Collective trust | $2.1M | 2.0% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $1.9M | 1.7% |
| NT Collective S&P 400 Index Fund - DC - Non Lending - Tier CT Northern Trust · Collective trust Index | $1.8M | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Institutional Index Fund Institutional Shares to Northern S&P 500 Index Fund - DC Non-Lending - Tier CT | $10.6M to $13.7M |
| AddedMFS International Equity CIT Class CT | $4.6M |
| ReplacedHighMassachusetts Investors Growth Stock Fund R6 to JPMorgan Large Cap Growth Fund Class R6 | $4.1M to $4.1M |
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. They do not show money moved.
6 more lines and 9 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $108,312 |
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.
Filed February 3, 2020 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025