Lincoln Investment Planning — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln Investment Planning is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $117,571 and reported indirect compensation totals $83,061.
Reported compensation summary
- Reported direct compensation
- $117,571
- Reported indirect compensation
- $83,061
- Total reported compensation
- $200,632
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Rite Of Passage, Inc. | NV | 1 | $84,345 |
| Netwrix Corporation | TX | 1 | $40,489 |
| Ed Shults Chevrolet, Inc. | NY | 1 | $33,293 |
| Compact Information Systems, LLC | WA | 1 | $27,599 |
| Rite Of Passage Adolescent Treatment Centers And School, Inc. | NV | 1 | $9,279 |
| The Cleveland Clinic Foundation | OH | 1 | $5,627 |
State footprint
Plans reporting Lincoln Investment Planning are sponsored in NV (2), NY (1), OH (1), TX (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rite Of Passage, Inc. | Rite Of Passage, Inc. 401k Plan | 2023 | $84,345 | not reported in the loaded dataset |
| Netwrix Corporation | Netwrix Corporation 401(K) Profit Sharing Plan | 2023 | $0 | $40,489 |
| Ed Shults Chevrolet, Inc. | Shults Auto Group 401(K) Plan | 2023 | $0 | $33,293 |
| Compact Information Systems, LLC | Compact Information Systems, LLC 401(K) Plan | 2023 | $27,599 | not reported in the loaded dataset |
| Rite Of Passage Adolescent Treatment Centers And School, Inc. | Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan | 2023 | $0 | $9,279 |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $5,627 | not reported in the loaded dataset |
Related Form 5500 pages
- Rite Of Passage, Inc. 401k Plan (plan 002)
- Rite Of Passage, Inc. — all reported plans
- Netwrix Corporation 401(K) Profit Sharing Plan (plan 001)
- Netwrix Corporation — all reported plans
- Shults Auto Group 401(K) Plan (plan 002)
- Ed Shults Chevrolet, Inc. — all reported plans
- Compact Information Systems, LLC 401(K) Plan (plan 001)
- Compact Information Systems, LLC — all reported plans
- Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan (plan 001)
- Rite Of Passage Adolescent Treatment Centers And School, Inc. — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources