# Lincoln Institute Of Land Policy 403(b) Plan
Source: https://planprovider.pro/companies/lincoln-institute-of-land-policy-403b-plan

> Lincoln Institute Of Land Policy's 403(b) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lincoln Institute Of Land Policy

- **Sponsor EIN:** 866021106

- **Sponsor Address:** 113 BRATTLE STREET, CAMBRIDGE, MA, 02138

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

- **Total Participants:** 171

- **Total Assets:** $58.0M

## 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|171|$58.0M|$2.6M|$1.8M|

| 2023|166|$49.8M|$2.3M|$1.6M|

| 2022|118|$39.4M|$1.9M|$1.3M|

## 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|

| TIAA|NONE|$29,000|—|$29,000|

| FLEXPATH STRATEGIES, LLC|NONE|$23,174|—|$23,174|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,174

- **Estimated Expense Ratio:** 0.090% 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|$52,175|$23,175|—|—|—|

| 2023|$52,074|$32,234|—|—|—|

| 2022|$55,053|$15,277|—|—|$25,000|

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