Lincoln Investment Planning, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Lincoln Investment Planning, Inc. 401(k) Profit Sharing Plan at Lincoln Investment Planning, Inc. in the Finance and Insurance industry has 1 investment options, and a total of $40,113,372.00 in assets. With 358 participants, the Lincoln Investment Planning, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $112,048.53.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
36
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
29
Company Match Level
47
Employee Participation Rate
31
Employee Contribution Level
31
Average Balance Size
56
Lincoln Investment Planning, Inc. Details
Address
218 Glenside Avenue
Wyncote, PA 19095
Telephone
215-887-8111
Total Assets
$40,113,372.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
358
Plan Investment Options
Name
Sponsor
Current Value
Wtrisc Cit Iii For Metlife Group
Wilmington Trust Ret & Inst Srvs Co
$2,383,659.00
Service Providers
  • Newport Retirement Services, Inc.
  • Wilmington Trust
  • Cliftonlarsonallen Llp
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