Lincoln Invest Planning

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

Active participants

1,702

Total plan assets

$71.9M

Filings (rows)

Direct comp

$170K

Indirect comp

Showing only "LINCOLN INVEST PLANNING"

View all 7 variants aggregated →

LINCOLN INVESTMENT PLANNING70 LINCOLN INVESTMENT11 LINCOLN INVEST PLANNING7 LINCOLN INVESTMENTS4 LINCOLN INVEST/SHEPHERD FINANCIAL2 LINCOLN INVESTSMENT PLANNING LL1 LINCOLN INVESTMENT PLANNING LL1

SERVICES PROVIDED

Other service providers5

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
St. ANN'S Home, Inc. St. ANN'S Home, Inc. Retirement Plan · all filings	METHUEN, MA	Advisor / Consultant	331	$28.5M	$12K	$0
St. ANN'S Home, Inc. St. ANN'S Home, Inc. Retirement Plan Trust · all filings	METHUEN, MA	Advisor / Consultant	246	$24.7M	$60K	$0
Comfort Home Care, LLC Comfort Home Care 401(k) Plan · all filings	METHUEN, MA	Other service providers	219	$6.4M	$33K	$0
Northeast Precast, LLC Northeast Precast, LLC 401(k) Retirement Plan · all filings	VINELAND, NJ	Other service providers	311	$6.1M	$25K	$0
Northeast Precast, LLC Northeast Precast, LLC 401(k) Retirement Plan · all filings	VINELAND, NJ	Other service providers	315	$3.7M	$15K	$0
Northeast Precast, LLC Northeast Precast, LLC 401(k) Retirement Plan · all filings	VINELAND, NJ	Other service providers	280	$2.4M	$10K	$0
Comfort Home Care, LLC Comfort Home Care 401(k) Plan · all filings	METHUEN, MA	Other service providers	0	$0	$16K	$0