Plan Snapshot
- Plan Sponsor: Lincoln Training Center
- Sponsor EIN: 952276055
- Sponsor Address: 2643 LOMA AVE., SO. EL MONTE, CA, 91733
- Plan Type: DC
- Total Participants: 180
- Total Assets: $3.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $3.1M | $0 | $0 |
| 2023 | 166 | $2.9M | $315,000 | $0 |
| 2022 | 169 | $2.6M | $295,000 | $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 |
|---|---|---|---|---|
| PENSION BENEFITS UNLIMITED, INC. | TPA | $6,758 | — | $6,758 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,758
- Estimated Expense Ratio: 0.217% 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 | $3,014 | — | $3,014 | — | — |
| 2023 | $12,377 | — | $12,377 | — | — |
| 2022 | $6,801 | — | $531 | — | — |