How big is Lincoln Capital Advisors, LLC's plan?

Lincoln Capital Advisors, LLC's plan reported $2.7M in assets and 15 participants for 2024.

Original filing (PDF)20250926155412NAL0021970514001

Lincoln Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Lincoln Capital Advisors Retirement Plan

401(k) retirement plan · Lincoln Capital Advisors, LLC's Lincoln Capital Advisors Retirement Plan held $2.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Blake Turner signed Lincoln Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Blake Turner — 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 Capital Advisors, LLC's EIN is 47-0950223.

EIN 47-0950223

Plan number 001

Plan year 2024

ACK ID 20250926155412NAL0021970514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lincoln Capital Advisors, 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 CAPITAL ADVISORS, LLC.

Finding similar companies…

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

Knocking points off