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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,476 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $13,693 |
10 funds of $250K or more; 20 lines in all, holding $6.9M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 16.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 14.6% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $836K | 12.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $644K | 9.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $618K | 9.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $460K | 6.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $408K | 5.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $317K | 4.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $298K | 4.3% |
| Stable Value Ac Lincoln Financial · Insurance contract Recordkeeper's own fund | $294K | 4.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.