Plan Snapshot
- Plan Sponsor: Lincoln Hills Development Corp
- Sponsor EIN: 351112746
- Sponsor Address: 302 MAIN STREET, TELL CITY, IN, 47586
- Plan Type: DC
- Total Participants: 132
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 132 | $3.1M | $181,083 | $172,694 |
| 2023 | 132 | $3.2M | $145,282 | $133,782 |
| 2022 | 134 | $2.8M | $130,233 | $129,128 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,038 | $440 | $1,000 | — | — |
| 2023 | $3,020 | $591 | $1,000 | — | — |
| 2022 | $2,179 | — | $2,179 | — | — |