How big is LINC UP's plan?

LINC UP's plan reported $330K in assets and 23 participants for 2024.

Original filing (PDF)20250620091217NAL0005471728001

LINC UP

Name: LINC UP — LINC UP 403(b) Plan, Form 5500 (2024)
Creator: LINC UP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LINC UP 403(b) Plan

401(k) retirement plan · LINC UP's LINC UP 403(b) Plan held $330K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

People on this filing

Jason Davis signed LINC UP's 2024 Form 5500 as plan administrator.

Jason Davis — 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

LINC UP's EIN is 38-3537915.

EIN 38-3537915

Plan number 001

Plan year 2024

ACK ID 20250620091217NAL0005471728001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LINC UP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LINC UP

EIN

all filings

Address

1167 MADISON AVENUE SE · GRAND RAPIDS, MI · 49507

Phone

(616) 451-9140

Industry

Health Care & Social Assistance

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

2025-06-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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