Plan Snapshot
- Plan Sponsor: Lincoln National Life Insurance Company
- Sponsor EIN: 350472300
- Sponsor Address: 150 N. RADNOR-CHESTER ROAD, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $226.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 390 | $226.3M | $416,574 | $1.0M |
| 2023 | 571 | $248.3M | $998,751 | $3.2M |
| 2022 | 631 | $239.4M | $1.4M | $4.2M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,936 | $2,936 | — | — | — |
| 2023 | $5,378 | $5,378 | — | — | — |
| 2022 | $4,255 | $4,255 | — | — | — |