What public Form 5500 filings show about the Lincoln Holding Company, LLC 401(k) plan — and how to find and check your own account.
Lincoln Holding Company, LLC (EIN 81-1211038) reports LINCOLN AND TEAM LOGISTICS RETIREMENT PLAN on its most recent Form 5500, with $5.0M in plan assets across 158 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Lincoln Holding Company, LLC filing — schedules, fees, and providers.
Lincoln Holding Company, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Lincoln Holding Company, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST.
