Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$40K in admin expenses, $86 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 22 lines in all, holding $4.7M of the plan's $4.8M. Recordkeeper: Lincoln Financial.
Target-date series: JPMorgan SmartRetirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Lincoln Stable Value Account - Lngpa Lincoln Financial · Insurance contract Recordkeeper's own fund | $727K | 15.4% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $586K | 12.4% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $520K | 11.0% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $469K | 9.9% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $271K | 5.8% |
| Inflation-Adjusted Bond Fund R6 Class American Century · Mutual fund | $226K | 4.8% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $216K | 4.6% |
| MID CAP Value Fund Investor Class American Century · Mutual fund | $213K | 4.5% |
| Abrdn Emerging Markets Fund Institutional Manager not matched · Mutual fund | $198K | 4.2% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $194K | 4.1% |
12 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 15 P.O. BOX 7877 · FORT WAYNE, IN 46802 Recordkeeping | $22,872 |
Filed as: MERRILL LYNCH Service code 15 PO BOX 74008967 · CHICAGO, IL 60674 Recordkeeping | $10,018 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 734602 · CHICAGO, IL 60673 Recordkeeping | $6,137 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed March 4, 2024 (most recent of 2 filings on file).
Total covered: 6 employees
Street address, email and phone are on Pro. Pro shows the plan administrator's address, email and phone. Free for 7 days, then $49 a month.
3 contacts
10 filings · 2016 to 2025