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  2. LINCOLN BANCORP
Sponsor portfolio

LINCOLN BANCORP

EIN 42-1224950-banking-Latest filing 2024
Plans
2
Retirement
2
$32.5M assets
Welfare
0
Participants
755
360 WESTFIELD AVENUE, SUITE 6 - WATERLOO, IA 50701319-874-4170LinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#003401k-$19.0M - 368 part#002ESOP-$13.5M - 387 part

Retirement portfolio analytics

2 plans aggregated / $32.5M assets / 755 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#003)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $32.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY59%
  • (Not disclosed)41%
Total $32.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)387
  • PLAN AND TRUST (#003)368
Total 755Click 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#003

LINCOLN BANCORP EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$19.0M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.5M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LINCOLN BANCORP EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST401k$19.0M3682024
002LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLANESOP$13.5M3872024
Retirement plans
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