Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Lincoln Investment Planning LLC
Lincoln Investment Planning LLC
- Service provider, as named on Schedule C
- EIN 231702591
- Plan year 2024
- Direct compensation reported $494,788
Assets of those plans
$541,993,616
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$494,788
78% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 70 | Consulting fees | 5 |
| 99 | Other fees | 2 |
| 26 | Investment advisory (participants) | 1 |
| 50 | Direct payment from the plan | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Preformed Line Products Company Profit Sharing Plan | Preformed Line Products | $143,164,007 | 1,059 | $59,969 |
| Bond Brothers, Inc. 401(k) Plan | Bond Brothers | $113,905,819 | 588 | $43,970 |
| Bill Deluca Companies 401(k) Plan | Bill Deluca Chevrolet Cadillac | $40,555,843 | 340 | $72,327 |
| Continental Paving, Inc. Profit Sharing Plan | Continental Paving | $37,378,289 | 297 | $68,689 |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage | $34,297,086 | 721 | $0 |
| Cape COD Lumber Co., Inc. 401(k) Plan | Cape COD Lumber | $32,100,378 | 131 | $44,761 |
| Axpm Dental Management, LLC 401(k) Plan | Axpm Dental Management | $23,567,678 | 824 | $12,944 |
| Peoples Mortgage 401(k) Plan | Moria Development DBA Peoples Mortgage | $18,637,648 | 372 | $15,730 |
| Louisiana Sugar Refining, LLC 401(k) Savings Plan | Louisiana Sugar Refining | $16,282,937 | 190 | $20,000 |
| Brewster Ambulance Service 401(k) Retirement Plan | Brewster Ambulance Service | $15,551,614 | 439 | $44,553 |
| Severino Trucking Co. Inc. 401(k) Plan & Trust | Severino Trucking | $12,813,131 | 143 | $28,150 |
| Mercury Print Productions, Inc. Profit Sharing/ | Mercury Print Productions | $12,665,228 | 265 | $0 |
| Compact Information Systems, LLC 401(k) Plan | Compact Information Systems | $10,479,571 | 145 | $28,288 |
| Cape Atlantic Ink Inc 401(k) Profit Sharing Plan & Trust | Cape Atlantic Ink | $7,498,395 | 126 | $16,285 |
| New Frontier Pooled Employer Plan | Plan Fiduciary Services | $7,059,494 | 253 | $0 |
| CSB Nutrition Corp. 401(k) Plan | CSB Nutrition | $6,427,432 | 196 | $14,215 |
| Northeast Precast, LLC 401(k) Retirement Plan | Northeast Precast | $6,052,430 | 206 | $24,907 |
| Safe-harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc. | Arizona Autism United | $3,556,636 | 170 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.