How big is Lincoln International LLC's plan?

Lincoln International LLC's plan reported $105.0M in assets and 629 participants for 2024.

Original filing (PDF)20250912103517NAL0001229745001

Lincoln International LLC

Name: Lincoln International LLC — Lincoln International, Form 5500 (2024)
Creator: Lincoln International LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lincoln International LLC 401(k) Plan

401(k) retirement plan · Lincoln International LLC's Lincoln International LLC 401(k) Plan held $105.0M in plan assets for 629 participants in 2024, with Fidelity as recordkeeper.

Active participants

629

Accounts w/ balance

850

Plan assets (EOY)

$105.0M

Net assets (EOY)

$105.0M

People on this filing

Julie Nelson signed Lincoln International LLC's 2024 Form 5500 as plan administrator.

Julie Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lincoln International LLC's EIN is 36-4072923.

EIN 36-4072923

Plan number 001

Plan year 2024

ACK ID 20250912103517NAL0001229745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lincoln International LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lincoln International LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINCOLN INTERNATIONAL LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

LINCOLN INTERNATIONAL LLC

EIN

all filings

Address

110 NORTH WACKER · 51ST FLOOR · CHICAGO, IL · 60606

Phone

(312) 580-8339

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$71K	—

Investments

25 direct securities· $105.0M(100% of reported assets)

Mutual Funds

$66.4M

16 holdings

Common Collective Trusts

$30.0M

6 holdings

Other securities

$8.6M

3 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$19.4M	18.5%
American Funds American Funds 2050 Target Date Fund	Mutual Funds	—	—	$13.4M	12.8%
American Funds American Funds 2060 Target Date Fund	Mutual Funds	—	—	$10.4M	9.9%
American Funds American Funds 2055 Target Date Fund	Mutual Funds	—	—	$9.6M	9.1%
American Funds American Funds 2045 Target Date Fund	Mutual Funds	—	—	$8.8M	8.4%
American Funds American Funds 2035 Target Date Fund	Mutual Funds	—	—	$5.9M	5.6%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$5.8M	5.5%
American Funds American Funds 2030 Target Date Fund	Mutual Funds	—	—	$4.0M	3.8%
American Funds American Funds 2065 Target Date Fund	Mutual Funds	—	—	$3.4M	3.2%
Vanguard Small-Cap Index Fund	Common Collective Trusts	—	—	$3.3M	3.1%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$3.2M	3.1%
American Funds American Funds 2040 Target Date Fund	Mutual Funds	—	—	$3.2M	3.1%
American Funds American Funds 2020 Target Date Fund	Mutual Funds	—	—	$2.9M	2.8%
American Funds American Funds 2025 Target Date Fund	Mutual Funds	—	—	$2.1M	2.0%
Vanguard Developing Markets Index Fund	Common Collective Trusts	—	—	$2.0M	1.9%
JPMorgan Equity Income Fund	Other securities	—	—	$1.7M	1.6%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$1.4M	1.3%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$1.1M	1.1%
Columbia Contrarian Core I Fund	Other securities	—	—	$1.0M	1.0%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$908K	0.9%
MFS International Diversification Fund	Mutual Funds	—	—	$753K	0.7%
Lord Abbett Lord Abbett Short Duration Income Fund	Mutual Funds	—	—	$463K	0.4%
American Funds American Funds 2010 Target Date Fund	Mutual Funds	—	—	$240K	0.2%
American Funds American Funds 2015 Target Date Fund	Mutual Funds	—	—	$24K	<0.1%
American Funds American Funds 2070 Target Date Fund	Mutual Funds	—	—	$2K	<0.1%