Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$60K in admin expenses, $169 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $64.4M of the plan's $65.1M. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $45.8M | 71.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 8.8% |
| Lincoln NY Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.6M | 4.1% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market | $2.4M | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.3M | 2.1% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $975K | 1.5% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $537K | 0.8% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $459K | 0.7% |
| Columbia Small Cap Value I Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $442K | 0.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAB Large CAP Growth Fund INC Class Z | $1.3M |
| AddedDodge & Cox Income Fund Class X | $537K |
| ReplacedHighVictory Sycamore Small Company Opportunity Fund (1) to Columbia Small Cap Value I Class I3 | $447K to $442K |
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. They do not show money moved.
5 more lines and 3 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
LINCOLN FINANCIAL ADVISORS CORP5+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 Contract Administrator | $60,434 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
5 filings · 2021 to 2025