Lincoln Institute Of Land Policy 403(b) Retirement Plan
Sponsored by Lincoln Institute Of Land Policy · EIN 866021106 · Plan #001
- Total assets
- $58.0M
- Net assets
- $58.0M
- Active participants
- 171
- With balances
- 296
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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $29,000 |
| Flexpath Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $23,174 |