Lincoln School 403(b) Retirement Plan
Sponsored by Lincoln School · EIN 050258900 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 185
- With balances
- 367
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Black Point Wealth Mgmt J Harris | Other fees | $24,580 |
| Pkf O'connor Davies Llp | Other fees | $15,000 |
| The Angell Pension Group, Inc. | Other fees | $5,375 |