AUMdb

The Lincoln Property Company 401(k) Retirement And Savings Plan

Sponsored by Lpc Services, Inc. · EIN 752356213 · Plan #001

Total assets
$289M
Net assets
$289M
Active participants
3,597
With balances
2,627

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $234,512
Capfinancial Partners Investment advisory (plan), Direct payment from the plan $65,000
Foley & Lardner Llp Investment advisory (plan), Direct payment from the plan $30,805
Whitley Penn Llp Accounting, Direct payment from the plan $20,600