LINCOLN INVESTMENT PLANNING, LLC 401(k) Plan
What public Form 5500 filings show about the LINCOLN INVESTMENT PLANNING, LLC 401(k) plan — and how to find and check your own account.
The LINCOLN INVESTMENT PLANNING, LLC 401(k) on its latest Form 5500
LINCOLN INVESTMENT PLANNING, LLC (EIN 23-1702591) reports LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $116.5M in plan assets across 467 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 INVESTMENT PLANNING, LLC filing — schedules, fees, and providers.
Who runs the LINCOLN INVESTMENT PLANNING, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LINCOLN INVESTMENT PLANNING, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST.
How to check your LINCOLN INVESTMENT PLANNING, LLC 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask LINCOLN INVESTMENT PLANNING, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).