Original filing (PDF)20250128104124NAL0013397777001

LISA LINDBLAD TRAVEL DESIGN

Name: LISA LINDBLAD TRAVEL DESIGN — LISA LINDBLAD TRAVEL DESIGN ROTH SH 401-K C/T PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA LINDBLAD TRAVEL DESIGN

Form 5500-SF

FILING_RECEIVED

LISA LINDBLAD TRAVEL DESIGN ROTH SH 401-K C/T PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA LINDBLAD TRAVEL DESIGN.

Plan sponsor

Name

LISA LINDBLAD TRAVEL DESIGN

EIN

13-3966416

Address

27 E 95TH ST · NEW YORK, NY · 101280805

Phone

(212) 876-2554

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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