Plan Snapshot
- Plan Sponsor: Lincoln Memorial University
- Sponsor EIN: 620479542
- Sponsor Address: 6965 CUMBERLAND GAP PARKWAY, HARROGATE, TN, 37752
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,137
- Total Assets: $73.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,137 | $73.2M | $2.6M | $3.7M |
| 2023 | 1,050 | $64.6M | $2.6M | $3.7M |
| 2022 | 937 | $56.1M | $2.1M | $2.8M |
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 |
|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES | Other Service Provider | $100,424 | — | $100,424 |
| TIAA-TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $86,150 | — | $86,150 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $17,836 | — | $17,836 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,410
- Estimated Expense Ratio: 0.279% 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 | $204,185 | $110,077 | $94,108 | — | — |
| 2023 | $168,127 | $75,869 | $92,258 | — | — |
| 2022 | $170,328 | $76,922 | — | — | — |