How big is Older & Lundy, LLC's plan?

Older & Lundy, LLC's plan reported $7.2M in assets and 66 participants for 2024.

Original filing (PDF)20260205093656NAL0006555347001

Older & Lundy, LLC

Name: Older & Lundy, LLC — Older & Lundy 401(k) Plan, Form 5500 (2024)
Creator: Older & Lundy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Older & Lundy 401(k) Plan

401(k) retirement plan · Older & Lundy, LLC's Older & Lundy 401(k) Plan held $7.2M in plan assets for 66 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Older & Lundy, LLC's EIN is 02-0659717.

EIN 02-0659717

Plan number 001

Plan year 2024

ACK ID 20260205093656NAL0006555347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Older & Lundy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Older & Lundy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLDER & LUNDY, LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off