Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP1+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $358,283 |
OSAIC WEALTH INC1+ years Filed as: OSAIC WEALTH INC. Service code 27 ACH ANDREW SEABORG · LOS ANGELES, CA 900843094 | Advisory (Plan) | $138,094 |
NFP RETIREMENT INC1+ years Filed as: MAP RETIREMENT USA LLC Service code 15 805 BROADWAY STREET · VANCOUVER, WA 98660 | Recordkeeping | $25,640 |
29 funds of $250K or more; 35 lines in all, holding $81.9M of the plan's $83.0M. From the 2025 filing. Recordkeeper: NFP Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln YourPath Passive 2025 Moderate Lincoln Financial · Other Index | $11.0M | 13.4% |
| Lincoln YourPath Passive 2030 Moderate Lincoln Financial · Other Index | $10.0M | 12.2% |
| Lincoln YourPath Passive 2035 Moderate Lincoln Financial · Other Index | $8.5M | 10.3% |
| Lincoln YourPath Passive 2045 Moderate Lincoln Financial · Other Index | $5.9M | 7.2% |
| Lincoln YourPath Passive 2040 Moderate Lincoln Financial · Other Index | $5.9M | 7.2% |
| Lincoln YourPath Passive 2020 Moderate Lincoln Financial · Other Index | $4.7M | 5.8% |
| Lincoln YourPath Passive 2050 Moderate Lincoln Financial · Other Index | $3.8M | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 4.1% |
| Lincoln Guaranteed Stable Value Lincoln Financial · Insurance contract | $3.2M | 3.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.8M | 3.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.