Plan Ledger DOL Form 5500 · updated monthly

Lincoln International LLC401(k)

LINCOLN INTERNATIONAL LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lincoln International LLC reported $71,444 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $4,160 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 542nd-largest of 3,702 plans among Illinois employers on file, and the 966th of 4,798 in finance & insurance. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 460 to 629 since 2022.

Plan summary
Net assets, end of year$104,960,345
Participants with balances850
Active participants629
Employer contributions$2,616,604
Employee contributions$7,712,499
Employer contribution per active participant$4,160
Average account balance$123,483
Benefits paid to participants$5,909,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$105.0M · 850 accts · $2.6M emplr
2023$85.0M · 770 accts · $2.5M emplr
2022$67.6M · 638 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,444
Total administrative$71,444
The Lincoln International LLC 401(k) match · 2024
Employer contribution per active participant$4,160
Median for plans this size$3,635
2024$4,160 per active participant
2023$4,608 per active participant
2022$4,060 per active participant

Lincoln International LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$71,444 · 0.08%
2023$58,258 · 0.08%
2022$60,890 · 0.09%
Same employer
Similar plansFinance & Insurance · Illinois
Pt Financial Holdings, Inc. IL$108.3M · 0.05%
B. C. Ziegler and Company IL$107.6M · 0.09%
Abn Amro IL$106.2M · 0.01%
PEAK6 Investments LLC IL$101.2M · 0.02%
Captive Resources, LLC IL$98.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364072923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.