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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP1+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $55,799 |
NPPG RECORD KEEPING SOLUTIONS1+ years Filed as: NPPG PLAN PROFESSIONALS, LLC Service code 27 494 SYCAMORE AVE. · SHREWSBURY, NJ 07702 | Advisory (Plan) | $15,886 |
17 funds of $250K or more; 43 lines in all, holding $47.3M of the plan's $48.0M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Yourpath Ishares 2035 Moderate BlackRock · ETF Index | $6.2M | 13.2% |
| Yourpath Ishares 2050 Moderate BlackRock · ETF Index | $5.6M | 11.8% |
| Yourpath Ishares 2030 Moderate BlackRock · ETF Index | $5.2M | 11.1% |
| Yourpath Ishares 2045 Moderate BlackRock · ETF Index | $4.9M | 10.3% |
| Yourpath Ishares 2040 Moderate BlackRock · ETF Index | $4.9M | 10.3% |
| Yourpath Ishares 2055 Moderate BlackRock · ETF Index | $3.3M | 6.9% |
| Lincoln National Life Insurance Company Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.2M | 6.7% |
| The Lincoln National Life Guaranteed Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.2M | 6.7% |
| Yourpath Ishares 2025 Moderate BlackRock · ETF Index | $3.1M | 6.6% |
| Yourpath Ishares 2060 Moderate BlackRock · ETF Index | $2.0M | 4.2% |
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.
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.