Lincoln Retirement Savings

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

519

Total plan assets

$55.0M

Filings (rows)

Direct comp

$315K

Indirect comp

Showing only "LINCOLN RETIREMENT SAVINGS"

View all 6 variants aggregated →

LINCOLN RETIREMENT SERVICES73 LINCOLN RETIREMENT SERVICES CO9 LINCOLN RETIREMENT3 LINCOLN RETIREMENT SAVINGS3 LINCOLN RETIREMENT SERVICE3 LINCOLN RETIREMENT SVCS CO2

SERVICES PROVIDED

Recordkeeper3

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
LINCOLN PATHBUILDER INCOME	2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
A.J. Jersey, Inc. A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan · all filings	SOUTH PLAINFIELD, NJ	Recordkeeper	177	$19.2M	$104K	$0
A.J. Jersey, Inc. A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan · all filings	SOUTH PLAINFIELD, NJ	Recordkeeper	171	$18.6M	$102K	$0
A.J. Jersey, Inc. A.J. Jersey, Inc. Employees' Profit Sharing 401(k) Plan · all filings	SOUTH PLAINFIELD, NJ	Recordkeeper	171	$17.2M	$109K	$0