Agents Retirement Plan Of The Lincoln National Life Insurance Company
Sponsored by Lincoln National Life Insurance Company · EIN 350472300 · Plan #004
- Total assets
- $73.4M
- Net assets
- $73.3M
- Active participants
- 1
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Macquarie Investment Management | Investment management fees (direct) | $88,172 |
| Telus Health | Recordkeeping | $72,005 |
| Buck Consultants | Actuarial, Recordkeeping | $63,260 |
| Northern Trust Company | Investment management fees (direct), Trustee (institutional) | $52,144 |
| Citrin Cooperman & Co | Accounting | $15,488 |
| Callan | Investment advisory (plan) | $13,893 |
| State Street | Investment management fees (direct) | $5,611 |
| Curcio Webb | Consulting (general) | $4,261 |