AUMdb

Lincoln Learning Solutions 401(k) Plan

Sponsored by Lincoln Learning Solutions · EIN 260125828 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
265
With balances
330

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $9,755
Ameriprise Financial Services Inc Investment advisory (plan) $0