How big is Lundy, Inc.'s plan?

Lundy, Inc.'s plan reported $802K in assets and 19 participants for 2024.

Original filing (PDF)20250804142616NAL0001062433001

Lundy, Inc.

Name: Lundy, Inc. — Lundy, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Lundy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lundy, Inc. Cash Balance Plan

Defined-benefit pension plan · Lundy, Inc.'s Lundy, Inc. Cash Balance Plan held $802K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$802K

Net assets (EOY)

$802K

People on this filing

John Lundy signed Lundy, Inc.'s 2024 Form 5500 as plan administrator.

John Lundy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lundy, Inc.'s EIN is 04-3279438.

EIN 04-3279438

Plan number 003

Plan year 2024

ACK ID 20250804142616NAL0001062433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lundy, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LUNDY, INC.

EIN

all filings

Address

5 PINECREST RD · HINGHAM, MA · 02043

Phone

(781) 741-5710

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-04

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

High Mileage Communications LLC

HMC 401(k) Plan

$802K · 1 participants

Hospitality Professional Services LLC

Hospitality Professional Services 401(k) Plan

$802K · 9 participants

Further Technology LLC

Further Technology 401(k) Plan

$803K · 47 participants

K&K Business Solutions, Inc.

Knkbs 401(k) Plan

$803K · 16 participants

The Sulphur Institute

The Sulphur Institute Retirement Plan

$802K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.