How big is Patrick Lundgren DBA Brookline Moving Company's plan?

Patrick Lundgren DBA Brookline Moving Company's plan reported $106K in assets and 5 participants for 2025.

Original filing (PDF)20260427220439NAL0005077219007

Patrick Lundgren DBA Brookline Moving Company

Name: Patrick Lundgren DBA Brookline Moving Company — Form 5500 Plan 001 (2025)
Creator: Patrick Lundgren DBA Brookline Moving Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Lundgren DBA Brookline Moving 401(k) Plan

401(k) retirement plan · Patrick Lundgren DBA Brookline Moving Company's Patrick Lundgren DBA Brookline Moving 401(k) Plan held $106K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

Plan identifiers

Patrick Lundgren DBA Brookline Moving Company's EIN is 20-0700911.

EIN 20-0700911

Plan number 001

Plan year 2025

ACK ID 20260427220439NAL0005077219007

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick Lundgren DBA Brookline Moving Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick Lundgren DBA Brookline Moving Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK LUNDGREN DBA BROOKLINE MOVING COMPANY.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score