# Lincoln 403(b) Plan
Source: https://planprovider.pro/companies/lincoln-403b-plan

> Lincoln's 403(b) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lincoln

- **Sponsor EIN:** 941156501

- **Sponsor Address:** 150 LINDEN STREET, OAKLAND, CA, 94607

- **Plan Type:** 403(b)

- **Total Participants:** 194

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|194|$5.4M|$0|$528,969|

| 2023|193|$4.4M|$0|$443,715|

| 2022|188|$3.4M|$0|$383,570|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$520|$20,008|$20,528|

| HARRINGTON GROUP CPA LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,528

- **Estimated Expense Ratio:** 0.382% 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|$497|—|$497|—|—|

| 2023|$434|—|$337|—|—|

| 2022|$382|—|$382|—|—|

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