# Lincoln University Of The Commonwealth System Of Higher Edu 403(b) Plan
Source: https://planprovider.pro/companies/lincoln-university-of-the-commonwealth-system-of-higher-edu-403b-plan

> Lincoln University Of The Commonwealth System Of Higher Edu's 403(b) plan: 610 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lincoln University Of The Commonwealth System Of Higher Edu

- **Sponsor EIN:** 231352655

- **Sponsor Address:** 1570 BALTIMORE PIKE, LINCOLN UNIVERSITY, PA, 19352

- **Plan Type:** 403(b)

- **Total Participants:** 610

- **Total Assets:** $91.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|610|$91.3M|$2.3M|$1.5M|

| 2023|603|$85.7M|$2.2M|$1.5M|

| 2022|602|$79.4M|$2.1M|$1.4M|

## 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|

| TIAA|NONE|$12,380|—|$12,380|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,380

- **Estimated Expense Ratio:** 0.014% 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|$12,380|—|$12,380|—|—|

| 2023|$8,060|—|$8,060|—|—|

| 2022|$8,577|—|$8,577|—|—|

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