Employers › Lincoln Investment Planning
Recordkeeping fees per participant · Lincoln Investment 401(k) and Profit Sharing Plan · plan year 2024
$85.16
Higher than 63% of the 5,847 plans $50 to 250M that report it.
= $49,309 / 579
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013174032NAL0003839858001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013174032NAL0003839858001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$128.08
Higher than 67% of the 8,758 plans $50 to 250M that report it.
= $74,160 / 579
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013174032NAL0003839858001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013174032NAL0003839858001, received 2025-10-13
Administrative expenses per participant
$128.08
Higher than 48% of the 9,042 plans $50 to 250M that report it.
= $74,160 / 579
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013174032NAL0003839858001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013174032NAL0003839858001, received 2025-10-13
Administrative expenses as a share of assets
0.064%
Higher than 25% of the 9,049 plans $50 to 250M that report it.
= $74,160 / $116,481,962
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013174032NAL0003839858001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013174032NAL0003839858001, received 2025-10-13
Employer contributions per participant
$8,310
Higher than 90% of the 9,105 plans $50 to 250M that report it.
= $4,811,323 / 579
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013174032NAL0003839858001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013174032NAL0003839858001, received 2025-10-13
Employer share of total contributions
50.7%
Higher than 90% of the 9,112 plans $50 to 250M that report it.
= $4,811,323 / $9,485,716
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013174032NAL0003839858001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013174032NAL0003839858001, received 2025-10-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013174032NAL0003839858001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LINCOLN INVESTMENT PLANNING, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Plan name | LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Sponsor EIN / plan number | 23-1702591 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Sponsor location | FORT WASHINGTON, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Participants, beginning of year | 595 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Active participants | 467 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Participants, end of year | 581 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Participants with an account balance | 579 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total assets, beginning of year | $100,157,882 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total assets, end of year | $116,481,962 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Net assets, end of year | $116,481,962 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total income | $23,426,370 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Net income | $16,324,080 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Employer contributions | $4,811,323 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Participant contributions | $4,596,412 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $77,981 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total contributions | $9,485,716 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Benefit payments | $7,028,130 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $7,102,290 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Total administrative expenses | $74,160 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Contract administrator fees | $12,895 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Recordkeeping fees | $49,309 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Administrative expenses excluding investment management | $74,160 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Held in common/collective trusts | $6,026,683 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Held in mutual funds | $106,885,778 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013174032NAL0003839858001, received 2025-10-13 |
| Independent auditor | CLIFTON LARSON ALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013174032NAL0003839858001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013174032NAL0003839858001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NEWPORT GROUP, INC.recordkeeper | RECORDKEEPER | 13 Contract administrator; 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar) | $62,204 | yes |
| NEWPORT TRUST COMPANY | TRUSTEE | 21 Trustee (bank, trust company or similar); 25 Trustee (directed) | $11,956 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013174032NAL0003839858001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $100,157,882 | $116,481,962 | 16.3% |
| Participants with a balance | 581 | 579 | -0.3% |
| Administrative expenses | $33,612 | $74,160 | 120.6% |
| Recordkeeping fees per participant | $39.10 | $85.16 | 117.8% |
| Employer contributions | $3,947,054 | $4,811,323 | 21.9% |
Prior filing 20241011083025NAL0022412273001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: LINCOLN INVESTMENT PLANNING, LLC; SEC registrant: LINCOLN INVESTMENT PLANNING, LLC (CIK 59546, matched by EIN).