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 1301 S HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $75,906 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 15 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $52,668 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 2056 WESTINGS AVENUE · NAPERVILLE, IL 60563 | Advisory (Plan) | $41,417 |
9 funds of $250K or more; 17 lines in all, holding $10.1M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Definiti.
Target-date series: Vanguard Target Retirement, other, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $9.5M | 94.7% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $173K | 1.7% |
| Lincoln Guaranteed Stable Value Lincoln Financial · Insurance contract | $108K | 1.1% |
| MFS Growth Fund SA9J MFS (Sun Life) · Insurance contract | $67K | 0.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Insurance contract Index | $38K | 0.4% |
| DFA US Small Cap Value Prt Inst SA7M Dimensional · Insurance contract | $26K | 0.3% |
| Baird Aggregate Bond Instl Saen Baird · Insurance contract | $25K | 0.2% |
| American Funds Int Grwth and Income Fund SA6F Capital Group · Insurance contract | $20K | 0.2% |
| Pgim Jennison Small Company Fund Cl Prudential (PGIM) · Insurance contract | $19K | 0.2% |
| American Funds AmerBal SA6B Capital Group · Insurance contract | $16K | 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.