# Lincoln National Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lincoln-national-corporation-351140070-002

> Lincoln National Corporation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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