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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $13,820 |
NOVA 401(K) ASSOCIATES1 year Service code 15 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Recordkeeping | $6,500 |
16 funds of $250K or more; 24 lines in all, holding $20.8M of the plan's $21.3M. From the 2025 filing. Recordkeeper: Nova 401(k) Associates.
Target-date series: Vanguard Target Retirement, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $12.4M | 59.4% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $4.6M | 22.2% |
| Lincoln Guaranteed Stable Value Lincoln Financial · Insurance contract | $650K | 3.1% |
| MFS Growth Fund MFS (Sun Life) · Insurance contract | $426K | 2.0% |
| PIMCO Commodity Real Return Strategy Fund PIMCO (Allianz) · Insurance contract | $372K | 1.8% |
| Oppenheimer International Growth Invesco · Insurance contract | $291K | 1.4% |
| Baird Aggregate Bond Fund Baird · Insurance contract | $260K | 1.2% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $230K | 1.1% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Insurance contract | $225K | 1.1% |
| AmerFunds Capital World Growth and Income Capital Group · Insurance contract | $199K | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMaturity Date, Rate of Interest: Lincoln National Life Insu | $3.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
The auditor signed off without reservation. This is the cleanest opinion.