# Linc Aquisition Co. 401(k) Plan
Source: https://planprovider.pro/companies/linc-acquisition-co-401k-plan

> Linc Aquisition Co.&#39;s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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