Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$131K in admin expenses, $494 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $41.7M of the plan's $42.1M. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.5M | 25.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 15.4% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $5.6M | 13.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.5M | 8.3% |
| Fully benefit responsive investment contract: Lincoln National Life Insurance Company Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.0M | 7.3% |
| Janus Henderson Flexible Bond Fund Janus Henderson · Mutual fund | $2.8M | 6.8% |
| Eupac Fund Capital Group · Mutual fund | $2.6M | 6.3% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.1M | 5.1% |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Federated Hermes · Mutual fund | $1.1M | 2.6% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $966K | 2.3% |
| 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 |
6 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.
6 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 Contract Administrator | $104,252 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 Accounting | $14,700 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 10 · EIN 36-4291971 Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed April 30, 2007 (most recent of 2 filings on file).
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