# Lincoln Charter School 401(k) Plan
Source: https://planprovider.pro/companies/lincoln-charter-school-401k-plan

> Lincoln Charter School's 401(k) plan: 316 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Lincoln Charter School

- **Sponsor EIN:** 562052862

- **Sponsor Address:** 7834 GALWAY LANE, DENVER, NC, 280378600

- **Plan Type:** 401(k)

- **Total Participants:** 316

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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.|

| 2025|316|$17.4M|$0|$0|

| 2024|307|$15.0M|$0|$0|

| 2023|273|$12.6M|$0|$0|

## 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|

| RUSSON + JOHNSTON CPAS|Auditor|$25,424|—|$25,424|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUSSON + JOHNSTON CPAS](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,424

- **Estimated Expense Ratio:** 0.146% 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|

| 2025|$115,357|$47,420|$37,388|$25,424|—|

| 2024|$80,436|$39,890|$15,747|—|—|

| 2023|$73,039|$1,575|$23,964|—|$47,500|

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