Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Lincoln Investment Planning LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Lincoln Investment Planning LLC is named as a service provider on the Schedule C of 28 retirement plans with 100 or more participants for plan year 2024, covering 13,517 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.0M. Per plan, the median was $93.19 per participant, with the middle half of plans between $37.42 and $174. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Massachusetts (6), Arizona (3) and New York (3).
In 2009 it appeared on 8 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $37.42 | $93.19 | $174 |
| Compensation as a share of plan net assets | 0.14% | 0.21% | 0.29% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Wayne Memorial Defined Contribution 403(b) Plan | Wayne Memorial Hospital | PA | 1,605 | $78.8M | $3,479 |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage, Inc. | NV | 1,415 | $34.3M | $98K |
| Brewster Ambulance Service 401(k) Retirement Plan | Brewster Ambulance Service, Inc. | MA | 1,238 | $15.6M | $45K |
| Axpm Dental Management, LLC 401(k) Plan | Axpm Dental Management, LLC | AR | 1,130 | $23.6M | $13K |
| Preformed Line Products Company Profit Sharing Plan | Preformed Line Products Company | OH | 1,107 | $143M | $60K |
| Bond Brothers, Inc. 401(k) Plan | Bond Brothers, Inc. | MA | 608 | $114M | $44K |
| Employee Benefit Plan of Arizona Autism United, Inc. | Arizona Autism United, Inc. | AZ | 605 | $3.6M | $9,445 |
| Mariposa Community Health Center, Inc. 401(k) Profit Sharing Plan and Trust | Mariposa Community Health Center, Inc. | AZ | 489 | $24.3M | $102K |
| New Frontier Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 438 | $7.1M | $15K |
| Rite of Passage Adolescent Treatment Centers and Schools, Inc. Retirement & Savings Plan | Rite of Passage Adolescent Treatment Centers and School, Inc. | NV | 416 | $3.5M | $11K |
| General Insulation Company 401(k) Profit Sharing Plan | General Insulation Company | MA | 416 | $27.8M | $44K |
| Peoples Mortgage 401(k) Plan | Moria Development DBA Peoples Mortgage | AZ | 415 | $18.6M | $16K |
| Continental Paving, Inc. Profit Sharing Plan | Continental Paving, Inc. | NH | 402 | $37.4M | $69K |
| Bill Deluca Companies 401(k) Plan | Bill Deluca Chevrolet Cadillac, Inc. | MA | 377 | $40.6M | $72K |
| Northeast Precast, LLC 401(k) Retirement Plan | Northeast Precast, LLC | NJ | 360 | $6.1M | $25K |
| Unified Defense Holdings, LLC 401(k) Plan | Unified Defense Holdings, LLC | GA | 317 | $2.8M | $2,285 |
| Mercury Print Productions, Inc. Profit Sharing/ | Mercury Print Productions, Inc. | NY | 290 | $12.7M | $67K |
| Louisiana Sugar Refining, LLC 401(k) Savings Plan | Louisiana Sugar Refining, LLC | LA | 235 | $16.3M | $20K |
| CSB Nutrition Corp. 401(k) Plan | CSB Nutrition Corporation | UT | 229 | $6.4M | $14K |
| Shults Auto Group 401(k) Plan | Ed Shults Chevrolet, Inc. | NY | 204 | $6.4M | $42K |
| Severino Trucking Co. Inc. 401(k) Plan & Trust | Severino Trucking Co., Inc. | NH | 191 | $12.8M | $28K |
| Plymouth Bay Orthopedic Associates, Inc. 401(k) Profit Sharing Plan | Plymouth Bay Orthopedic Associates, Inc. | MA | 170 | $19.1M | $80K |
| Islandaire, Inc. 401(k) Plan | Re Hansen Ind., Inc. DBA Islandaire | NY | 163 | $11.6M | $17K |
| Compact Information Systems, LLC 401(k) Plan | Compact Information Systems, LLC | FL | 154 | $10.5M | $28K |
| Partnership for Los Angeles Schools 403(b) Plan | Partnership for Los Angeles Schools | CA | 142 | $12.8M | $19K |
| Cape Atlantic Ink Inc. 401(k) Profit Sharing Plan & Trust | Cape Atlantic Ink Inc. | NJ | 140 | $7.5M | $16K |
| Cape Cod Lumber Co., Inc. 401(k) Plan | Cape Cod Lumber Co., Inc. | MA | 132 | $32.1M | $45K |
| Minamyer Residential 401(k) Plan | Minamyer Residential Care Services, Inc. | OH | 129 | $1.8M | $15K |
Questions and answers
How many plans does Lincoln Investment Planning LLC serve?
28 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Lincoln Investment Planning LLC?
The median plan reported $93.19 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.21% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (15 plans), Investment advisory (participants) (2 plans), Participant loan processing (2 plans) and Insurance agents and brokers (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.