# Lincoln Memorial University 403(b) Plan
Source: https://planprovider.pro/companies/lincoln-memorial-university-620479542-001

> Lincoln Memorial University's 403(b) plan: 1,137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — 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|—|—|—|

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