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Original filing (PDF)20250801131155NAL0007200721001
LINCOLN INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
LINCOLN INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
652
Accounts w/ balance
819
Plan assets (EOY)
$72.1M
Net assets (EOY)
$72.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 157% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINCOLN INDUSTRIES, INC..
Plan sponsor
Name
LINCOLN INDUSTRIES, INC.
EIN
47-0689900
Address
600 WEST E STREET · LINCOLN, NE · 685221357
Phone
(402) 473-2128
Industry
Manufacturingsee all
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
2025-08-01
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0008143 | — | BROKER | $189K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
21 direct securities · 17 pooled funds· $100.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$58.1M
21 holdings
Common Collective Trust
$42.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund 12 * Fidelity Blue Chip Growth K6 | — | — | — | $11.2M | 15.5% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $10.2M | 14.2% | |
| MFS Value R6 | — | — | — | $4.4M | 6.1% | |
| Principal Trust Target 2050 I Trust Target 2050 I | — | — | — | $4.1M | 5.7% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.1M | 5.7% | |
| Principal Trust Target 2040 I Trust Target 2040 I | — | — | — | $4.0M | 5.6% | |
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.0M | 5.6% | |
| Principal Trust Target 2030 I Trust Target 2030 I | — | — | — | $3.6M | 5.0% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.6M | 5.0% | |
| BlackRock Total Return K | — | — | — | $3.6M | 4.9% | |
| Galliard Stable Value Fund C | — | — | — | $3.3M | 4.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.6% | |
| Principal Trust Target 2035 I Trust Target 2035 I | — | — | — | $2.7M | 3.8% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 3.8% | |
| American Funds Europacific Growth R6 | — | — | — | $2.7M | 3.8% | |
| Wells Fargo Special Mid Cap Value R6 | — | — | — | $2.5M | 3.5% | |
| Principal Trust Target 2045 I Trust Target 2045 I | — | — | — | $2.1M | 3.0% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 3.0% | |
| Principal Trust Target 2060 I Trust Target 2060 I | — | — | — | $2.1M | 2.9% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.1M | 2.9% | |
| Principal Trust Target 2025 I Trust Target 2025 I | — | — | — | $2.0M | 2.8% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $1.9M | 2.7% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| Principal Trust Target Income I | — | — | — | $1.7M | 2.3% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| Loomis Small Cap Growth IS | — | — | — | $1.5M | 2.1% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| Principal Trust Target 2055 I Trust Target 2055 I | — | — | — | $1.3M | 1.8% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $1.2M | 1.6% | |
| Principal Trust Target 2015 I Trust Target 2015 I 261 Principal Trust Target 2020 I Trust Target 2020 I | — | — | — | $844K | 1.2% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $844K | 1.2% | |
| Wells Fargo Special Small Cap Value R6 | — | — | — | $675K | 0.9% | |
| Northern Trust Russell 2000 Index Fund - NL | — | — | — | $533K | 0.7% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $533K | 0.7% | |
| NT S&P 400 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Common Collective Trust | — | — | $436K | 0.6% | |
| PLT HYBRID 2015 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $261 | <0.1% |