Filings through .
4 of 18 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.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$57K in admin expenses, $122 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 41 lines in all, holding $10.1M of the plan's $10.4M. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Including Rate of Interest Value Lincol Manager not matched · Other | $3.8M | 37.7% |
| American Balanced Fund Capital Group · Mutual fund | $1.8M | 17.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.8M | 17.5% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $641K | 6.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $622K | 6.2% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $320K | 3.2% |
| International Growth and Income Fund Capital Group · Mutual fund | $181K | 1.8% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $161K | 1.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $151K | 1.5% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $129K | 1.3% |
| 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 |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
31 more lines 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 |
|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 Contract Administrator | $57,086 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed June 15, 2010.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025