Lincoln Financial Advisors — 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 Financial Advisors is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $288,259 and reported indirect compensation totals $403,246.
Reported compensation summary
- Reported direct compensation
- $288,259
- Reported indirect compensation
- $403,246
- Total reported compensation
- $691,505
- Filings
- 17
- Plan sponsors
- 17
- Plans
- 17
- 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 |
|---|---|---|---|
| Customer Value Partners, LLC | DC | 1 | $166,554 |
| Pacific Premier Bank | CA | 1 | $142,623 |
| Golden Gate Regional Center | CA | 1 | $81,772 |
| Brillant Corners | CA | 1 | $45,230 |
| Vcom Solutions, Inc. | CA | 1 | $40,160 |
| Vertical Communications, Inc. | GA | 1 | $34,127 |
| Vertical Communications, Inc. | GA | 1 | $34,127 |
| Delaware Elevator, Inc. | MD | 1 | $31,561 |
| Gelia Wells & Mohr, Inc. | NY | 1 | $25,207 |
| Western Pacific Distributing, LLC | CA | 1 | $25,051 |
State footprint
Plans reporting Lincoln Financial Advisors are sponsored in CA (6), GA (2), MD (2), FL (1), MA (1), NY (1), PA (1), TX (1), DC (1), DE (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Customer Value Partners, LLC | Cvp Retirement Savings Plan | 2023 | $166,554 | $0 |
| Pacific Premier Bank | Pacific Premier Bank 401(K) Plan | 2023 | not reported in the loaded dataset | $142,623 |
| Golden Gate Regional Center | Golden Gate Regional Center 403(B) Plan | 2023 | $0 | $81,772 |
| Brillant Corners | Brilliant Corners Retirement Plan | 2023 | not reported in the loaded dataset | $45,230 |
| Vcom Solutions, Inc. | Vcom Solutions, Inc. 401(K) Plan | 2023 | not reported in the loaded dataset | $40,160 |
| Vertical Communications, Inc. | Vertical Communications, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $34,127 |
| Vertical Communications, Inc. | Vertical Communications, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $34,127 |
| Delaware Elevator, Inc. | Delaware Elevator, Inc. Retirement Plan | 2023 | $31,561 | not reported in the loaded dataset |
| Gelia Wells & Mohr, Inc. | Gelia Wells & Mohr, Inc. 401(K) Plan | 2023 | $0 | $25,207 |
| Western Pacific Distributing, LLC | Western Pacific Distributing, LLC 401(K) Profit Sharing Plan | 2023 | $25,051 | not reported in the loaded dataset |
| Computer Enterprises, Inc. | Computer Enterprises, Inc. 401(K) Plan | 2023 | $20,962 | not reported in the loaded dataset |
| Casa, Inc. | Casa, Inc. 401(K) Plan | 2023 | $11,329 | $0 |
| Brg Management, Inc. | Aspen Heights 401(K) Plan | 2023 | $11,126 | $0 |
| Kelly Automotive Group | Kelly Automotive Group 401(K) Retirement Plan & Trust | 2023 | $9,714 | $0 |
| La Red Health Center, Inc. | La Red Health Center, Inc. 403b Plan | 2023 | $6,066 | not reported in the loaded dataset |
| Homecare Partners Management LLC | Concierge Home Care 401(K) Plan | 2023 | $5,821 | $0 |
| Brethren Hillcrest Homes | Brethren Hillcrest Homes 403(B) Plan | 2023 | $75 | not reported in the loaded dataset |
Related Form 5500 pages
- Cvp Retirement Savings Plan (plan 001)
- Customer Value Partners, LLC — all reported plans
- Pacific Premier Bank 401(K) Plan (plan 001)
- Pacific Premier Bank — all reported plans
- Golden Gate Regional Center 403(B) Plan (plan 003)
- Golden Gate Regional Center — all reported plans
- Brilliant Corners Retirement Plan (plan 001)
- Brillant Corners — all reported plans
- Vcom Solutions, Inc. 401(K) Plan (plan 001)
- Vcom Solutions, Inc. — all reported plans
- Vertical Communications, Inc. 401(K) Profit Sharing Plan (plan 002)
- Vertical Communications, Inc. — all reported plans
- Vertical Communications, Inc. 401(K) Profit Sharing Plan (plan 002)
- Vertical Communications, Inc. — all reported plans
- Delaware Elevator, Inc. Retirement Plan (plan 002)
- Delaware Elevator, Inc. — all reported plans
- Gelia Wells & Mohr, Inc. 401(K) Plan (plan 001)
- Gelia Wells & Mohr, Inc. — all reported plans
- Western Pacific Distributing, LLC 401(K) Profit Sharing Plan (plan 001)
- Western Pacific Distributing, LLC — all reported plans
- Computer Enterprises, Inc. 401(K) Plan (plan 001)
- Computer Enterprises, Inc. — all reported plans
- Casa, Inc. 401(K) Plan (plan 002)
- Casa, Inc. — all reported plans
- Aspen Heights 401(K) Plan (plan 001)
- Brg Management, Inc. — all reported plans
- Kelly Automotive Group 401(K) Retirement Plan & Trust (plan 003)
- Kelly Automotive Group — all reported plans
- La Red Health Center, Inc. 403b Plan (plan 001)
- La Red Health Center, Inc. — all reported plans
- Concierge Home Care 401(K) Plan (plan 001)
- Homecare Partners Management LLC — all reported plans
- Brethren Hillcrest Homes 403(B) Plan (plan 002)
- Brethren Hillcrest Homes — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources