Plan Ledger DOL Form 5500 · updated monthly

Lincoln Training CenterProfit-sharing plan

LINCOLN TRAINING CENTER & REHABILITATION WORKSHOP RETIREMENT INCOME PLAN · SO. EL MONTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Lincoln Training Center reported $3,014 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. 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 0.25% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,787th of 9,483), and 9,170th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,113,166
Participants with balances180
Active participants180
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$17,295
Benefits paid to participants$80,610
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 180 accts
2023$2.9M · 199 accts · $315K emplr
2022$2.6M · 224 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,014
Total administrative$3,014
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 · 20242
JOHN HANCOCK LIFE INS. CO. (U.S.A.) · Recordkeeping · Investment management$2,014
PENSION BENEFITS UNLIMITED, INC. · Other services$6,758

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,014 · 0.10%
2023$12,377 · 0.45%
2022$6,801 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · California
Home Start, Inc CA$3.1M · 0.57%
Alloy Die Casting Co. CA$3.1M · 0.71%
Oparc CA$3.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952276055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.