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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $47,540 |
Service code 27 · EIN 20-8161914 | Advisory (Plan) | $10,865 |
25 funds of $250K or more; 18 lines in all, holding $34.5M of the plan's $35.4M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: T. Rowe Price Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $17.9M | 51.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.4M | 9.7% |
| J.P. Morgan Asset Management Jpmorgan Large CAP Growth Class R6 JPMorgan · Mutual fund | $3.3M | 9.6% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.5M | 4.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $913K | 2.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $913K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $872K | 2.5% |
| Blackrock Equity Dividend Fund Service BlackRock · Mutual fund Possible retail class Service | $855K | 2.5% |
| Invesco Small CAP Value Fund Class Y Invesco · Mutual fund | $832K | 2.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $818K | 2.4% |
Added 1 fund, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2035 Fund-I Class to T. Rowe Price Retirement 2035 Fund-I Class | $14.8M to $17.9M |
| Share class changeJPMorgan Large Cap Growth Fund Class R6 to J.P. Morgan Asset Management Jpmorgan Large CAP Growth Class R6 | $3.1M to $3.3M |
| AddedIndex Admiral Victory Pioneer Mutual Fund | $400K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.