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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $36,134 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $5,000 |
9 funds of $250K or more; 16 lines in all, holding $6.2M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $820K | 13.3% |
| Guaranteed Investment Licoln Stable Value Account - Lngpa Manager not matched · Insurance contract | $810K | 13.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $799K | 12.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $667K | 10.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $558K | 9.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $454K | 7.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $404K | 6.5% |
| Am Fd Intl Growth & Inc R6 Fd Manager not matched · Mutual fund | $358K | 5.8% |
| AM Cntry Inflation Adjusted Bond R5 Class Manager not matched · Mutual fund | $272K | 4.4% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $248K | 4.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.