Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP5+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $60,068 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Recordkeeping | $17,096 |
10 funds of $250K or more; 18 lines in all, holding $10.8M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Associated Pension Consultants.
Target-date series: Vanguard Target Retirement, other, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $10.0M | 92.4% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $468K | 4.3% |
| Lincoln SS Rsl Large Cap Growth Lincoln Financial · Insurance contract | $87K | 0.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Insurance contract Index | $52K | 0.5% |
| Lincoln SS Rsl Large Cap Value Lincoln Financial · Insurance contract | $31K | 0.3% |
| Vanguard Inflation Vanguard · Insurance contract | $30K | 0.3% |
| Lincoln SS Rsl Small Cap Value Lincoln Financial · Insurance contract | $29K | 0.3% |
| Lincoln SS Rsl Small Cap Growth Lincoln Financial · Insurance contract | $25K | 0.2% |
| Vanguard Emerging Markets Stock Vanguard · Insurance contract | $24K | 0.2% |
| Lincoln National Life Insurance Company Federated Hermes Gov Ultsht Dur SAC7 Federated Hermes · Insurance contract | $21K | 0.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.