Plan Snapshot
- Plan Sponsor: Lincoln National Corporation
- Sponsor EIN: 351140070
- Sponsor Address: 150 N. RADNOR-CHESTER ROAD, RADNOR, PA, 19087
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $838.7M
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 | 0 | $838.7M | $0 | $0 |
| 2023 | 0 | $871.5M | $0 | $0 |
| 2022 | 0 | $880.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| TELUS HEALTH | Other Service Provider | $932,897 | — | $932,897 |
| NORTHERN TRUST COMPANY | Other Service Provider | $926,272 | — | $926,272 |
| MACQUARIE INVESTMENT MANAGEMENT | Other Service Provider | $649,768 | — | $649,768 |
| NISA | Other Service Provider | $451,177 | — | $451,177 |
| BUCK GLOBAL, LLC | Other Service Provider | $215,744 | — | $215,744 |
| ALLIANCEBERNSTEIN | Other Service Provider | $184,948 | — | $184,948 |
| CALLAN, LLC | Other Service Provider | $166,807 | — | $166,807 |
| LOOMIS SAYLES | Other Service Provider | $112,820 | — | $112,820 |
| CURCIO WEBB | Other Service Provider | $68,083 | — | $68,083 |
| CITRIN COOPERMAN | Other Service Provider | $30,975 | — | $30,975 |
| STATE STREET BANK & TRUST CO | Other Service Provider | $17,042 | — | $17,042 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,756,533
- Estimated Expense Ratio: 0.448% 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 | $2,957,132 | $2,342,026 | $1,031,954 | — | — |
| 2023 | $3,880,404 | $2,180,092 | $1,062,228 | — | — |
| 2022 | $3,913,812 | $2,612,732 | — | — | $1,300,393 |