Plan Snapshot
- Plan Sponsor: Lincoln
- Sponsor EIN: 941156501
- Sponsor Address: 150 LINDEN STREET, OAKLAND, CA, 94607
- Plan Type: DC
- Total Participants: 166
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 166 | $10.4M | $770,962 | $0 |
| 2023 | 154 | $8.5M | $697,191 | $0 |
| 2022 | 152 | $6.9M | $655,229 | $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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $1,078 | $43,715 | $44,793 |
| HARRINGTON GROUP CPA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,793
- Estimated Expense Ratio: 0.430% 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 | $376 | — | $376 | — | — |
| 2023 | $739 | — | $739 | — | — |
| 2022 | $580 | — | $580 | — | — |