Lindfast Solutions Group 401(K) Plan — Form 5500 plan (Lindstrom, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lindfast Solutions Group 401(K) Plan is a benefit plan reported by Lindstrom, LLC under EIN 20-4445013 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $49,351,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lindstrom, LLC
EIN
20-4445013
Plan number
001
Plan type
2
Location
Blaine, MN
Latest filing year
2023
Participants
935
End-of-year plan assets
$49,351,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023935H, C20241009073019NAL0017982753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,351,225
Total liabilities (EOY)
$0
Net assets (EOY)
$49,351,225
Net assets (BOY)
$34,019,321

Income & contributions

Employer contributions
$1,263,125
Participant contributions
$2,706,976
Total contributions
$4,330,112
Total income / additions
$11,606,717

Expenses & distributions

Benefits paid
$7,754,039
Administrative expenses
$167,019
Total expenses
$7,921,058
Net increase / (decrease)
$3,685,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$167,018$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$76,4522023

Related Form 5500 pages