Lincoln International Llc 401(k) Plan: Login, Facts & Contact Information

Lincoln International Llc 401(k) Plan Facts

Plan name
LINCOLN INTERNATIONAL LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LINCOLN INTERNATIONAL LLC
Participants
795 (629 active employees)
Former employees with a balance
272
Plan assets
$104,960,345 at Dec 31, 2024
Average account balance
$123,483 across 850 accounts
Employer contributions
$2,616,604 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.7 million went into the plan in contributions, $2.62 million of it from the employer (23%).
  • $5.91 million was paid out to participants.
  • Investment and other income added $14.3 million.
  • Administrative expenses were $71,444, about $84 per account.

How the Lincoln International Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019372$46.4 million$1.04 million$1.95 million
2020404$57.7 million$681,069$1.73 million
2021451$73.8 million$1.34 million$2.34 million
2022557$67.6 million$1.87 million$3.07 million
2023665$85.0 million$2.47 million$6.78 million
2024795$105.0 million$2.62 million$5.91 million

Lincoln International Llc 401(k) Contact Information

Phone
312-580-8339
Mailing address
110 NORTH WACKER 51ST FLOOR, CHICAGO IL 60606
Plan sponsor
LINCOLN INTERNATIONAL LLC
Employer identification number (EIN)
36-4072923
Plan number
001

Questions about the Lincoln International Llc 401(k)

Does Lincoln International Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.62 million, 23% of all contributions.

Does the Lincoln International Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lincoln International Llc 401(k) plan?

795 participants at the start of plan year 2024, 629 of them active employees, and 272 former employees who still had money in the plan.

What is the average 401(k) balance at Lincoln International Llc?

About $123,483 per account: $105.0 million in plan assets across 850 accounts with a balance at the end of plan year 2024.

Who manages the Lincoln International Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lincoln International Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 600 WEST E STREET, LINCOLN, NE, 685221357
Headquarter: 601 OFFICE CENTER DRIVE SUITE 300, FORT WASHINGTON, PA, 19034
Headquarter: P.O. BOX 4363, WOODLAND HILLS, CA, 913654363
Headquarter: 51 MADISON AVENUE, ROOM 511, NEW YORK, NY, 100101603
Headquarter: 2100 WINCHESTER ROAD PO BOX 349, NEENAH, WI, 549570349