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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,820 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $18,932 |
14 funds of $250K or more; 34 lines in all, holding $10.0M of the plan's $10.0M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Yourpath 2035 Moderate Manager not matched · Mutual fund Possible retail class A | $1.5M | 15.3% |
| Yourpath 2040 Moderate Manager not matched · Mutual fund Possible retail class A | $1.1M | 11.0% |
| Guaranteed Stable Value Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.1M | 10.6% |
| YourPath 2045 Moderate Manager not matched · Mutual fund Possible retail class A | $727K | 7.3% |
| Yourpath 2030 Moderate Manager not matched · Mutual fund Possible retail class A | $677K | 6.8% |
| Yourpath 2035 Aggressive Manager not matched · Mutual fund Possible retail class A | $642K | 6.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $604K | 6.1% |
| Yourpath 2025 Moderate Manager not matched · Mutual fund Possible retail class A | $534K | 5.4% |
| YourPath 2020 Moderate Manager not matched · Mutual fund Possible retail class A | $534K | 5.4% |
| Yourpath 2025 Conservative Manager not matched · Mutual fund Possible retail class A | $416K | 4.2% |
Added 13 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAssets: Investments, at fair value | $7.4M |
| AddedYourpath 2035 Moderate | $1.5M |
| AddedYourpath 2040 Moderate | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.