AUMdb

Lincoln Investment 401(k) And Profit Sharing Plan

Sponsored by Lincoln Investment Planning, Llc · EIN 231702591 · Plan #002

Total assets
$116M
Net assets
$116M
Active participants
467
With balances
579

Plan year beginning 01/01/2024 · 401(k)

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $62,204
Newport Trust Company Trustee (institutional), Trustee (directed) $11,956