Lincoln Retirement Services

Lincoln Retirement Services at a glance

Lincoln Retirement Services appears on 34 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.4B in assets for 23,479 participants. The median client plan holds $16.8M. Most client plans are sponsored in NJ, NY and PA. The largest clients by plan assets are Christiana Care Health Services, Inc., First Savings Mortgage Corporation and Greater Lawrence Family Health Center, Inc.. Plans reported $2.2M in direct and indirect compensation paid to Lincoln Retirement Services, a median of $55K per plan.

Participants

23,479

Median plan assets

$16.8M

Median plan participants

361

Median fees per plan

$55K

Schedule C direct + indirect

Frequently asked questions

Who uses Lincoln Retirement Services?

34 retirement plans list Lincoln Retirement Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Christiana Care Health Services, Inc., First Savings Mortgage Corporation, Greater Lawrence Family Health Center, Inc., BD of Trustees I.B.E.W. Local 1253 Retirement Plan and Greenpath, Inc.. Most client plans are sponsored in NJ, NY and PA.

How many plans does Lincoln Retirement Services serve?

Lincoln Retirement Services serves 34 retirement plans with $1.4B in plan assets and 23,479 participants, based on the latest Form 5500 filings through 2024.

What does Lincoln Retirement Services charge?

Plans reported $2.2M in total Schedule C compensation paid to Lincoln Retirement Services. The median plan paid $55K. Fees vary with plan size and the services each plan buys.