Lincoln University of the Commonwealth System of Higher Edu 403(b) match, vesting and fees
What Lincoln University of the Commonwealth System of Higher Edu's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Lincoln University of the Commonwealth System of Higher Edu: employer contribution per participant | $1,783 | |
| Peer median | $2,130 |
| Lincoln University of the Commonwealth System of Higher Edu: average balance | $70,445 | |
| Peer median | $126,258 |
| Lincoln University of the Commonwealth System of Higher Edu: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $88.9M at the end of plan year 2021 to $91.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,322 | $91.3M | $2.3M | $1,783 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,439 | $85.7M | $2.2M | $1,693 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,358 | $79.4M | $2.1M | $1,579 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,310 | $88.9M | $2.1M | $1,617 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Lincoln University of the Commonwealth System of Higher Edu match 401(k) contributions?
The match terms for the Lincoln University Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $1,783 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lincoln University of the Commonwealth System of Higher Edu 401(k) match vested?
The vesting schedule for the Lincoln University Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lincoln University of the Commonwealth System of Higher Edu 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Lincoln University of the Commonwealth System of Higher Edu.
I left Lincoln University of the Commonwealth System of Higher Edu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lincoln University of the Commonwealth System of Higher Edu, (484) 365-5228) or the recordkeeper, TIAA. The Lincoln University of the Commonwealth System of Higher Edu old 401(k) page lists the contacts from every plan filing. Find an old Lincoln University of the Commonwealth System of Higher Edu 401(k)
Data from the public Form 5500 annual reports Lincoln University of the Commonwealth System of Higher Edu filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lincoln University of the Commonwealth System of Higher Edu. Not financial advice. Report a correction · Methodology