DOL Form 5500 · 2025 Plan Year

LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

Defined ContributionPA
$126.0M
Plan Assets
581
Participants
2025
Plan Year
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Plan Details

Plan Name
LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN
Sponsor
LINCOLN INVESTMENT PLANNING, LLC
Sponsor EIN
231702591
Plan Number
002
Location
FORT WASHINGTON, PA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$126.0M
Participants
581
Filing Received
October 14, 2026
Plan Year
2025

About this Plan

LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN is a defined contribution retirement plan sponsored by LINCOLN INVESTMENT PLANNING, LLC, headquartered in FORT WASHINGTON, PA, holding approximately $126.0M in plan assets on behalf of 581 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).