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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,396 |
LINCOLN FINANCIAL ADVISORS CORP8+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $12,229 |
11 funds of $250K or more; 19 lines in all, holding $7.5M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Nuveen Lifecycle Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $5.6M | 75.1% |
| Lincoln Stable Value Account - Lngpa Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.2M | 16.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 3.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 1.2% |
| Janus Henderson Global Equity Income Fund Class N Janus Henderson · Mutual fund | $27K | 0.4% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $27K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.