Assets by plan
Share of aggregate retirement assets
Filings through .
Lincoln Academy
EIN 20-2344918Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Health & Benefits
0
Participants
154
1582 WEST 3300 NORTH - PLEASANT GROVE, UT 84062801-785-7596
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 154 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LINCOLN JH & ADMIN 401(K) PLAN
401(k)
Assets$3.4M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LINCOLN EL 401(K) PLAN
401(k)
Assets$1.8M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LINCOLN JH & ADMIN 401(K) PLAN | 401(k) | $3.4M | 84 | 2025 |
| #001 | LINCOLN EL 401(K) PLAN | 401(k) | $1.8M | 70 | 2025 |
- #002 · 401(k) · 202584
- #001 · 401(k) · 202570
Retirement plans