Form 5500 Search

LIINCOLN FINANCIAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
230
Total plan assets
$13.6M
Filings (rows)
2
Direct comp
$8K
Indirect comp
$40K

SERVICES PROVIDED

Broker2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LIFETECH RESOURCES, LLC
LIFETECH RESOURCES, LLC 401(K) PROFIT SHARING PLAN
MOORPARK, CA
Broker
BROKER/DEALER
103$7.0M$0
LIFETECH RESOURCES, LLC
LIFETECH RESOURCES, LLC 401(K) PROFIT SHARING PLAN
MOORPARK, CA
Broker
BROKER/DEALER
127$6.5M$8K
LIINCOLN FINANCIAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search