LINCOLN INVESTMENT
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
86
Active participants
268,464
Total plan assets
$26.5B
Filings (rows)
86
Direct comp
$1.9M
Indirect comp
$772K
Aggregating 4 name variants under "LINCOLN INVESTMENT"
SERVICES PROVIDED
Other40
Advisor / Consultant30
Broker12
Recordkeeper3
TPA / Administrator1
Top plans served
All 86 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $8K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $6K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $6K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN | CONCORD, CA | Other NONE | 2,554 | $591.7M | $92K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN | CONCORD, CA | Other NONE | 2,556 | $422.7M | $86K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN | LIVERMORE, CA | Other NONE | 3,643 | $218.5M | $10K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN | LIVERMORE, CA | Other NONE | 3,888 | $215.4M | $45K |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY PROFIT SHARING PLAN | MAYFIELD VILLAGE, OH | Advisor / Consultant ADVISOR | 916 | $143.2M | $60K |
| BOARD OF TRUSTEES OF NORTHERN CALIFORNIA PIPE TRADES HEALTH & WEL NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN | CONCORD, CA | Other NONE | 2,304 | $129.5M | $44K |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY PROFIT SHARING PLAN | MAYFIELD VILLAGE, OH | Advisor / Consultant ADVISOR | 959 | $128.0M | $60K |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY PROFIT SHARING PLAN | MAYFIELD VILLAGE, OH | Advisor / Consultant ADVISOR | 1,000 | $105.0M | $87K |
| BOND BROTHERS, INC. BOND BROTHERS, INC. 401(K) PLAN | MEDFORD, MA | Other NONE | 421 | $95.4M | $44K |
| BOARD OF TRUSTEES, LABOR ALLIANCE MANAGED TRUST FUND LABOR ALLIANCE MANAGED TRUST FUND | PLEASANTON, CA | Other NONE | 15,418 | $83.4M | $8K |
| WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE, PA | Recordkeeper RECORDKEEPER | 1,268 | $78.8M | $3K |
| BOND BROTHERS, INC. BOND BROTHERS, INC. 401(K) PLAN | MEDFORD, MA | Other NONE | 372 | $71.3M | $40K |
| WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE, PA | Recordkeeper RECORD KEEPER | 1,181 | $70.1M | $0 |
| BOARD OF TRUSTEES, LABOR ALLIANCE MANAGED TRUST FUND LABOR ALLIANCE MANAGED TRUST FUND | PLEASANTON, CA | Other NONE | 14,681 | $64.5M | $18K |
| WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE, PA | Recordkeeper RECORD KEEPER | 1,152 | $58.8M | $6K |
| BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN | ANDOVER, MA | Other NONE | 297 | $40.6M | $72K |
| NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN | SAN RAMON, CA | Other NONE | 986 | $38.3M | $12K |
| BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND TEAMSTERS MANAGED HEALTH CARE TRUST FUND | PLEASANTON, CA | Other NONE | 5,738 | $38.1M | $50K |
| CONTINENTAL PAVING, INC. CONTINENTAL PAVING, INC. PROFIT SHARING PLAN | LONDONDERRY, NH | Advisor / Consultant ADVISOR | 316 | $37.4M | $69K |
| BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN | ANDOVER, MA | Other NONE | 306 | $35.7M | $62K |
| CONTINENTAL PAVING, INC. CONTINENTAL PAVING, INC. PROFIT SHARING PLAN | LONDONDERRY, NH | Advisor / Consultant ADVISOR | 369 | $34.7M | $47K |
| RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT MANAGER | 1,232 | $34.3M | $0 |
| CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON, MA | Other NONE | 96 | $32.3M | $53K |
| CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON, MA | Other NONE | 97 | $32.1M | $45K |
| RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT MANAGER | 1,130 | $31.3M | $84K |
| CONTINENTAL PAVING, INC. CONTINENTAL PAVING, INC. PROFIT SHARING PLAN | LONDONDERRY, NH | Advisor / Consultant ADVISOR | 372 | $31.0M | $62K |
| BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN | ANDOVER, MA | Other NONE | 305 | $29.8M | $79K |
| CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON, MA | Other NONE | 103 | $28.3M | $64K |
| RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT MANAGER | 950 | $27.3M | $0 |
| MARIPOSA COMMUNITY HEALTH CENTER, INC. MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOGALES, AZ | Broker BROKER | 433 | $24.3M | $102K |
| GENERAL INSULATION COMPANY, INC. GENERAL INSULATION COMPANY 401(K) PROFIT SHARING PLAN | ROCKLAND, MA | Advisor / Consultant INVESTMENT ADVISOR | 379 | $23.6M | $0 |
| AXPM DENTAL MANAGEMENT, LLC AXPM DENTAL MANAGEMENT, LLC 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 854 | $23.6M | $13K |
| MARIPOSA COMMUNITY HEALTH CENTER, INC. MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOGALES, AZ | Broker BROKER | 396 | $20.4M | $99K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL 206 SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST | SAN DIEGO, CA | Other N/A | 1,048 | $19.9M | $16K |
| MORIA DEVELOPMENT DBA PEOPLES MORTGAGE PEOPLES MORTGAGE 401K PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 347 | $18.6M | $16K |
| GENERAL INSULATION COMPANY, INC. GENERAL INSULATION COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKLAND, MA | Advisor / Consultant INVESTMENT ADVISOR | 370 | $17.7M | $0 |
| MORIA DEVELOPMENT DBA PEOPLES MORTGAGE PEOPLES MORTGAGE 401K PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 244 | $16.7M | $11K |
| MARIPOSA COMMUNITY HEALTH CENTER, INC. MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOGALES, AZ | Broker BROKER | 360 | $16.4M | $0 |
| BREWSTER AMBULANCE SERVICE, INC. BREWSTER AMBULANCE SERVICE 401(K) RETIREMENT PLAN | WEYMOUTH, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,104 | $15.6M | $45K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL 206 SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST | SAN DIEGO, CA | Other N/A | 837 | $15.5M | $16K |
| SEVERINO TRUCKING CO., INC. SEVERINO TRUCKING CO. INC. 401(K) PLAN & TRUST | CANDIA, NH | Advisor / Consultant ADVISOR | 179 | $12.8M | $28K |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 105 | $12.8M | $0 |
| MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER, NY | Other SERVICE PROVIDER | 167 | $12.7M | $0 |
| BREWSTER AMBULANCE SERVICE, INC. BREWSTER AMBULANCE SERVICE 401(K) RETIREMENT PLAN | WEYMOUTH, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,111 | $12.5M | $13K |
| RE HANSEN IND., INC DBA ISLANDAIRE ISLANDAIRE, INC. 401(K) PLAN | ST. JAMES, NY | Broker BROKER/ADVISE R | 150 | $11.6M | $0 |
| MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ 401(K) PLAN | ROCHESTER, NY | Other SERVICE PROVIDER | 210 | $11.3M | $0 |
| COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | REDMOND, WA | Advisor / Consultant INVESTMENT ADVISORY | 92 | $11.2M | $28K |
| SEVERINO TRUCKING CO., INC. SEVERINO TRUCKING CO. INC. 401(K) PLAN & TRUST | CANDIA, NH | Advisor / Consultant ADVISOR | 171 | $11.0M | $23K |
| COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | FT MYERS, FL | Advisor / Consultant INVESTMENT ADVISORY | 99 | $10.5M | $28K |
| MEADE HOLDINGS, LLC MEADE HOLDINGS 401(K) PLAN | KINGSPORT, TN | Other NONE | 389 | $10.5M | $48K |
| RE HANSEN IND., INC DBA ISLANDAIRE ISLANDAIRE, INC. 401(K) PLAN | ST. JAMES, NY | Broker BROKER/ADVISE R | 141 | $10.4M | — |
| NETWRIX CORPORATION NETWRIX CORPORATION 401(K) PROFIT SHARING PLAN | FRISCO, TX | Other | 363 | $9.9M | $0 |
| SEVERINO TRUCKING CO., INC. SEVERINO TRUCKING CO. INC. 401(K) PLAN & TRUST | CANDIA, NH | Advisor / Consultant ADVISOR | 158 | $8.8M | $23K |
| RE HANSEN IND., INC DBA ISLANDAIRE ISLANDAIRE, INC. 401(K) PLAN | ST. JAMES, NY | Broker BROKER/ADVISE R | 152 | $8.6M | $0 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 104 | $8.5M | $0 |
| KULJIAN CORPORATION KULJIAN AND DATA-CORE SYSTEMS, INC. SAVINGS & RETIREMENT PLAN | BRISTOL, PA | Other ADVISER | 99 | $8.3M | $23K |
| CAPE ATLANTIC INK INC CAPE ATLANTIC INK INC 401(K) PROFIT SHARING PLAN & TRUST | MAYS LANDING, NJ | Advisor / Consultant ADVISOR | 128 | $7.5M | $16K |
| BINSONS HOSPITAL SUPPLIES, INC. BINSON'S HOSPITAL SUPPLIES, INC. 401(K) PLAN | CENTER LINE, MI | Advisor / Consultant ADVISOR | 752 | $7.2M | $0 |
| PLAN FIDUCIARY SERVICES, INC. NEW FRONTIER POOLED EMPLOYER PLAN | CLEARWATER, FL | Other SERVICE PROVIDER | 375 | $7.1M | $0 |
| NETWRIX CORPORATION NETWRIX CORPORATION 401(K) PROFIT SHARING PLAN | FRISCO, TX | Other | 274 | $6.6M | $0 |
| CSB NUTRITION CORPORATION CSB NUTRITION CORP. 401(K) PLAN | SPANISH FORK, UT | Other NONE | 189 | $6.4M | $14K |
| ED SHULTS CHEVROLET, INC. SHULTS AUTO GROUP 401(K) PLAN | JAMESTOWN, NY | Broker BROKER | 163 | $6.4M | — |
| REIMER LAW CO. REIMER LAW CO. 401(K) PLAN | SOLON, OH | Broker BROKER/DEALER | 77 | $6.3M | $0 |
| CSB NUTRITION CORPORATION CSB NUTRITION CORP. 401(K) PLAN | SPANISH FORK, UT | Other NONE | 187 | $5.7M | $12K |
| ED SHULTS CHEVROLET, INC. SHULTS AUTO GROUP 401(K) PLAN | JAMESTOWN, NY | Broker BROKER | 169 | $5.3M | $0 |
| CSB NUTRITION CORPORATION CSB NUTRITION CORP. 401(K) PLAN | SPANISH FORK, UT | Other NONE | 194 | $4.6M | $12K |
| WHITLEY MANUFACTURING CO., INC. WHITLEY MANUFACTURING CO., INC. 401(K) RETIREMENT PLAN | SOUTH WHITLEY, IN | Other OTHER SERVICES | 177 | $4.4M | $0 |
| ED SHULTS CHEVROLET, INC. SHULTS AUTO GROUP 401(K) PLAN | JAMESTOWN, NY | Broker BROKER | 181 | $4.3M | $0 |
| ARIZONA AUTISM UNITED, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ARIZONA AUTISM UNITED, INC. | PHOENIX, AZ | Broker BROKER | 574 | $3.6M | $0 |
| RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC. RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT ADVISOR | 368 | $3.5M | $0 |
| RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC. RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT ADVISOR | 342 | $3.4M | $0 |
| RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC. RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT ADVISOR | 222 | $2.9M | $0 |
| UNIFIED DEFENSE HOLDINGS, LLC UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN | MACON, GA | Advisor / Consultant ADVISOR | 176 | $2.9M | $0 |
| UNIFIED DEFENSE HOLDINGS, LLC UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN | MACON, GA | Advisor / Consultant BROKER/ADVISOR | 261 | $2.8M | $0 |
| UNIFIED DEFENSE HOLDINGS, LLC UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN | MACON, GA | Advisor / Consultant ADVISOR | 78 | $2.7M | $0 |
| PRAIRIE VIEW MANAGEMENT, INC. PRAIRIE VIEW MANAGEMENT, INC. EMPLOYEE RETIREMENT PLAN | FAYETTE, IA | Other SERVICE PROVIDER | 90 | $2.2M | $13K |
| PRAIRIE VIEW MANAGEMENT, INC. PRAIRIE VIEW MANAGEMENT, INC. EMPLOYEE RETIREMENT PLAN | FAYETTE, IA | Other SERVICE PROVIDER | 86 | $1.9M | $7K |
| ACE GATHERING, INC. ACE GATHERING, INC. 401(K) PLAN | KATY, TX | Other SERVICE PROVIDER | 83 | $1.8M | $0 |
| MINAMYER RESIDENTIAL CARE SERVICES, INC. MINAMYER RESIDENTIAL 401(K) PLAN | WORTHINGTON, OH | Other | 112 | $1.8M | — |
| HOPPE'S CONSTRUCTION LLC HOPPE'S CONSTRUCTION LLC 401(K) PLAN | ADA, OK | Other | 104 | $1.4M | — |
| ONEOTA RIVERVIEW CARE FACILITY, INC WELLINGTON PLACE EMPLOYEE RETIREMENT PLAN | DECORAH, IA | Other SERVICE PROVIDER | 127 | $858K | $4K |
| ALLISON & PARTNERS, LLC ALLISON & PARTNERS 401(K) PLAN | SAN FRANCISCO, CA | Broker BROKER/ADVISER | 0 | $0 | $0 |
| MINAMYER RESIDENTIAL CARE SERVICES, INC. MINAMYER RESIDENTIAL 401(K) PLAN | WORTHINGTON, OH | Other | 0 | $0 | — |