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  2. LINCOLN ACADEMY, INC
Sponsor portfolio

LINCOLN ACADEMY, INC

EIN 20-2344918-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
154
1582 WEST 3300 NORTH - PLEASANT GROVE, UT 84062801-785-7596
Plans on this EIN
2 filings
#002401k-$3.4M - 84 part#001401k-$1.8M - 70 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 154 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • & ADMIN 401(K) (#002)66%
  • LINCOLN EL 401(K) (#001)34%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ADMIN 401(K) (#002)84
  • LINCOLN EL 401(K) (#001)70
Total 154Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LINCOLN JH & ADMIN 401(K) PLAN

401k

Assets$3.4M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LINCOLN EL 401(K) PLAN

401k

Assets$1.8M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LINCOLN JH & ADMIN 401(K) PLAN401k$3.4M842025
001LINCOLN EL 401(K) PLAN401k$1.8M702025
Retirement plans
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