Lincoln Non Union 403 B Plan
Sponsored by Lincoln · EIN 941156501 · Plan #006
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 194
- With balances
- 145
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mutual Of America Capital Management Llc CRD 106523 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $520 |
| Mutual Of America Investment Corp | Investment management, Claims processing, Recordkeeping | $245 |