Department of Labor filing

LINCOLN LOOP LLC

LINCOLN LOOP 401(K) PLAN · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received May 1, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan trails many peers on employer contributions and/or administrative costs.

29filing comparison
out of 100
01 · Employer matchSee verified formula

e date the Plan Sponsor matching contribution for eligible participants is equal to 100 % of each participant’s contributions, not to exceed 6 % of eligible earnings.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

an allocation of the Plan’s investment income or losses based upon the participant’s election of investment options.

04 · Fees and expensesOfficial filing detail

ntributions: Plan Sponsor 349,655 Participant 569,150 Rollover 439,507 Total contributions 1,358,312 Total additions 35,700,420 Deductions Benefits paid to participants 39,923,633 Administrative expenses 8,006 Total deductions 39,931,639 Net increase (decrease) before transfer of assets ( 4,231,219 ) Net transfers from (to) affiliated plans 129 Net increase (decrease) ( 4,231,090 ) Net Assets Available for Benefits Beginning-of-year 226,327,710 End-of-year $ 222,096,620 See accompanying Notes to Financial Statements 3 LNL Agents’ 401(k) Savings Plan Notes to Financial Statements 1.

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot stated in official filing

A current plan document is needed.

07 · Automatic enrollmentNot stated in official filing

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Available

Available

09 · Employer contribution vs. peers12th percentile

$0 per active participant in 2025.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202529out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions12th percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense66th percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, LINCOLN LOOP LLC reported $0 in employer contributions across this plan, or $0 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating7

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeNot enough history

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison29/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$0
$0 per active participant
Participant contributions
$34,887
Other contributions
$89,097
Amounts not classified as employer or participant contributions
Employer share of contributions
0.0%
Active participants
7
Small plan
Total participants
7
7 at the beginning of the year
Ending assets
$157,275
$22,468 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$10,259
Ending net assets
$157,275
Beginning liabilities
$0
Ending liabilities
$0
Total income
$147,306
Total expenses
$290
Administrative expenses
$290
$41 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$41
Active participants
2025
7
Total plan assets
2025
$157,275
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$07157.3K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
208598652-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2024
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025LINCOLN NATIONAL CORP — 11-K filed 2026-06-25
Official filing · details not yet checked
What it says about employer contributions

e date the Plan Sponsor matching contribution for eligible participants is equal to 100 % of each participant’s contributions, not to exceed 6 % of eligible earnings. Plan Sponsor matching contributions also include catch-up contributions made by participants who have attained age 50 before the end of the Plan year. Each payroll period, the Plan Sponsor makes a non-elective contribution equal to any difference between (i) the matching contribution the Plan Sponsor would have made if a participant’s eligible earnings (net of other applicable deductions) were sufficient to make the full amount of the pre-tax and/or Roth 401(k) contributions elected by the participant for that payroll period and (ii) the actual matching contribution made by the Plan Sponsor to the participant’s Plan account b

What it says about vesting

an allocation of the Plan’s investment income or losses based upon the participant’s election of investment options. 4 Vesting Participants’ contributions and earnings thereon are fully vested at all times. Prior to January 1, 2025, Plan Sponsor contributions other than Core contributions vested based upon years of service as defined in the Plan document as follows: Years of Service Percent Vested < 2 0 % 2 50 % 3 or more 100 % Subsequent to January 1, 2025, Plan Sponsor matching contributions and earnings thereon are fully vested at all times. For Plan Sponsor contributions other than Core contributions made prior to January 1, 2025, regardless of years of service, a participant’s unvested interest in such contributions shall become fully vested if the participant’s service terminates due

What it says about fees

ntributions: Plan Sponsor 349,655 Participant 569,150 Rollover 439,507 Total contributions 1,358,312 Total additions 35,700,420 Deductions Benefits paid to participants 39,923,633 Administrative expenses 8,006 Total deductions 39,931,639 Net increase (decrease) before transfer of assets ( 4,231,219 ) Net transfers from (to) affiliated plans 129 Net increase (decrease) ( 4,231,090 ) Net Assets Available for Benefits Beginning-of-year 226,327,710 End-of-year $ 222,096,620 See accompanying Notes to Financial Statements 3 LNL Agents’ 401(k) Savings Plan Notes to Financial Statements 1. Description of the Plan The following description of the LNL Agents’ 401(k) Savings Plan (the “Plan”) is a summary only; a detailed Plan document can be obtained from Lincoln National Corporation (“LNC”) Human R

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260501221238NAL0002376738056
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗