Plan Snapshot
- Plan Sponsor: Linc Aquisition Co.
- Sponsor EIN: 831539856
- Sponsor Address: 16540 SOUTHPARK DR., WESTFIELD, IN, 46074
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $30.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $30.7M | $285,307 | $1.5M |
| 2023 | 268 | $27.3M | $306,565 | $1.7M |
| 2022 | 288 | $25.9M | $309,877 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MACK FINANCIAL GROUP, INC. | INVESTMENT ADVISOR | $50,218 | — | $50,218 |
| JOHN HANCOCK | CUSTODIAN, RECORDKEEPER | $29,203 | — | $29,203 |
| CBIZ APA | THIRD PARTY ADMINISTRATO | $6,870 | — | $6,870 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — CUSTODIAN, RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,291
- Estimated Expense Ratio: 0.281% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $96,765 | — | — | — | — |
| 2023 | $98,105 | — | $98,105 | — | — |
| 2022 | $87,879 | $51,760 | $32,779 | — | — |