Lindar 401(k Profit Sharing Plan
Sponsored by Lindar Corporation · EIN 411752658 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 171
- With balances
- 150
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tax Sheltered Compensation, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,692 |
| Ameriprise Financial Services, Inc. | Investment advisory (plan) | $15,619 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,328 |
| Cliftonlarsonallen Llp | Accounting | $14,490 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,263 |