Filings through .
Filed November 29, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $30,361 |
25 funds of $250K or more; 24 lines in all, holding $64.5M of the plan's $66.2M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Annuity Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $11.6M | 18.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.4M | 13.0% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $7.9M | 12.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $4.3M | 6.6% |
| American Funds Capital Group · Mutual fund | $3.6M | 5.6% |
| BlackRock Inflation Protected Bond Portfolio BlackRock · Mutual fund | $3.5M | 5.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 5.1% |
| Mid Cap Value Fund American Century · Mutual fund | $3.0M | 4.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.0M | 4.6% |
| Neuberger Mid Cap Growth Fund Institutional Class Neuberger Berman · Mutual fund | $2.3M | 3.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.