How big is Lindberg Financial LLC's plan?

Lindberg Financial LLC's plan reported $56K in assets and 2 participants for 2024.

Original filing (PDF)20250607051606NAL0036665650001

Lindberg Financial LLC

Name: Lindberg Financial LLC — Lindberg Financial 401(k), Form 5500 (2024)
Creator: Lindberg Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindberg Financial 401(k)

401(k) retirement plan · Lindberg Financial LLC's Lindberg Financial 401(k) held $56K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Nick Rice signed Lindberg Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Lindberg Financial LLC's EIN is 20-0959713.

EIN 20-0959713

Plan number 001

Plan year 2024

ACK ID 20250607051606NAL0036665650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lindberg Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lindberg Financial LLC'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 LINDBERG FINANCIAL LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LINDBERG FINANCIAL LLC

EIN

all filings

Address

3721 SOUTH STONEBRIDGE DR · STE 904 · MCKINNEY, TX · 75070

Phone

(972) 234-5455

Industry

Finance & Insurance

Plan administrator