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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $13,110 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,852 |
Service code 27 | Advisory (Plan) | $9,904 |
Service code 15 | Recordkeeping | $3,640 |
19 funds of $250K or more; 28 lines in all, holding $16.3M of the plan's $32.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Lrg Cap Grth R Manager not matched · Collective trust | $1.8M | 11.3% |
| Wilmington Trust BlackRock Equity Index Fund Class 1 BlackRock · Collective trust Index | $1.7M | 10.6% |
| MyWayRetirement International Growth R Manager not matched · Collective trust | $1.3M | 7.7% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $1.2M | 7.1% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $1.1M | 6.8% |
| MyWayRetirement Lrg Cap Val R Manager not matched · Collective trust | $937K | 5.7% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $892K | 5.5% |
| MyWayRetirement Small Cap Growth R Manager not matched · Collective trust | $769K | 4.7% |
| MyWayRetirement Mid Cap Growth R Manager not matched · Collective trust | $763K | 4.7% |
| MyWayRetirement Index 2045 Fund R Manager not matched · Collective trust Index | $683K | 4.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.