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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $36,909 |
INVST4 years Service code 27 · EIN 81-1661697 | Advisory (Plan) | $33,457 |
10 funds of $250K or more; 25 lines in all, holding $10.0M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.1M | 80.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $613K | 6.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $362K | 3.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $186K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $85K | 0.8% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $81K | 0.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $74K | 0.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 0.7% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 0.7% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $66K | 0.7% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $613K |
| AddedVanguard Growth Index Fund Admiral Shares | $362K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.