Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$16K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 42 lines in all, holding $7.9M of the plan's $31.6M. Recordkeeper: Lincoln Financial.
Target-date series: Fidelity Freedom, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $1.9M | 23.9% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $613K | 7.7% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $589K | 7.4% |
| AB VPS Large CAP Growth Port AllianceBernstein · Other | $564K | 7.1% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund | $545K | 6.9% |
| Growth Portfolio Fidelity (FMR) · Mutual fund | $474K | 6.0% |
| Lincon NATʼL Life Multifund Manager not matched · Other | $415K | 5.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $346K | 4.4% |
| Lvip Baron Grth Opportunities Manager not matched · Other | $260K | 3.3% |
| Lincon Natʼl Life Multifund T. Rowe Price · Mutual fund | $234K | 2.9% |
| 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 |
32 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
32 more lines 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 CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $13,012 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025