Plan Snapshot
- Plan Sponsor: Lincoln International LLC
- Sponsor EIN: 364072923
- Sponsor Address: 110 NORTH WACKER, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 629
- Total Assets: $105.0M
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. |
|---|---|---|---|---|
| 2024 | 629 | $105.0M | $2.6M | $7.7M |
| 2023 | 535 | $85.0M | $2.5M | $6.7M |
| 2022 | 460 | $67.6M | $1.9M | $6.1M |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $71,444 | — | $1,200 | — | — |
| 2023 | $58,258 | — | — | — | — |
| 2022 | $60,890 | — | — | — | — |