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

> Lincoln National Corporation's 401(k) plan: 9,981 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)

- **Total Participants:** 9,981

- **Total Assets:** $3.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|9,981|$3.5B|$109.1M|$95.0M|

| 2023|11,126|$3.2B|$110.6M|$98.1M|

| 2022|11,410|$2.8B|$107.9M|$94.5M|

## 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|

| CALLAN ASSOCIATES|CONSULTANT|$139,041|—|$139,041|

| CITRIN COOPERMAN & COMPANY, LLP|AUDITOR|$43,470|—|$43,470|

| ERNST & YOUNG|Auditor|$43,470|—|$43,470|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $225,981

- **Estimated Expense Ratio:** 0.006% 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|$182,511|$139,041|—|$43,470|—|

| 2023|$194,665|$157,165|—|$37,500|—|

| 2022|$234,412|$198,412|—|—|$36,000|

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