Lincoln Memorial University Defined Contribution Retirement Plan
403(b) retirement plan · Lincoln Memorial University's Lincoln Memorial University Defined Contribution Retirement Plan held $73.2M in plan assets for 1,137 participants in 2024, with TIAA as recordkeeper.
Signals · 2
Late participant contributions31% in single holding
Active participants
1,137
Accounts w/ balance
1,607
Plan assets (EOY)
$73.2M
Net assets (EOY)
$73.2M
People on this filing
AMY PECK signed Lincoln Memorial University's 2024 Form 5500 as plan administrator.
AMY PECK — Plan Administrator — Form 5500 signer
Debra Moyers — Employer / Plan Sponsor — Form 5500 signer
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Above-average plan
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
96
Total plan cost
41
Plan health
46
Vendor & structure
100
Knocking points off
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
46 direct securities · 1 pooled fund· $73.2M(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.
Mutual Funds
$43.4M
34 holdings
Registered Investment Companies
$22.8M
2 holdings
Other securities
$4.5M
6 holdings
Stable Value
$1.2M
1 holding
Common Collective Trusts
$747K
2 holdings
Pooled Separate Account
$453K
1 holding
Bonds / Notes
$136K
Fund families in this plan
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Maturing at various dates through April 2033, interest rates at Notes receivable - participants 4.25% - 9.50%, collateralized by vested account balances -0-
