AUMdb

Lindal North America, Inc 401 K Plan

Sponsored by Lindal North America, Inc · EIN 205937310 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
104
With balances
119

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Shepherd Financial Invest. Advisory Recordkeeping, Trustee (institutional), Other services $13,588
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,494