Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $64,856 |
ASCENSUS LLC7 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESTNUT HILLS PKWY #100 · FORT WAYNE, IN 46814 | Recordkeeping | $25,698 |
11 funds of $250K or more; 26 lines in all, holding $7.9M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 13 vintages | $2.2M | 27.4% |
| Sacg Vanguard 500 Index Vanguard · Separate account Index | $1.1M | 13.9% |
| AmerFunds Int Grw&Inc SA6F Manager not matched · Separate account | $1.0M | 12.8% |
| Vanguard Growth Index Adm SAE4 Vanguard · Separate account Index | $965K | 12.2% |
| Baird Aggregate Bond Inst Saej Baird · Separate account | $489K | 6.2% |
| Invesco Grw Inc Fund SA8A Invesco · Separate account | $451K | 5.7% |
| VG LifeStrat Mod Grw SAB2 Vanguard · Separate account | $425K | 5.4% |
| Stable Value Fund Manager not matched · Insurance contract | $403K | 5.1% |
| VG Mid Cap Val Index Admrl SAB4 Vanguard · Separate account Index | $315K | 4.0% |
| Vanguard Sm Cap Value Ind SAE7 Vanguard · Separate account | $233K | 2.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.