Stephanie Brandt signed Lindstrom, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lindstrom, LLC's EIN is 20-4445013.
Download the official 2024 Form 5500 (PDF) for Lindstrom, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lindstrom, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $188K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE Investment Company RTMT 2020 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $8.1M | 15.6% | |
| T. Rowe Price Funds Registered - | Other securities | — | — | $6.5M | 12.5% | |
| T. ROWE PRICE Investment Company RTMT 2030 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $6.0M | 11.5% | |
| Vanguard Ttl Bd Mkt Investment Company Idx Adm Fd Vanguard Group - Registered - | Common Collective Trusts | — | — | $5.4M | 10.5% | |
| T. ROWE PRICE Investment Company RTMT 2035 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $4.4M | 8.5% | |
| T. ROWE PRICE Investment Company RTMT 2040 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $2.9M | 5.6% | |
| Insurance Company - Accounts Prin SmCap Growth I Sep Acct-Z * Principal Global Common/Collective - | Pooled Separate Accounts | — | — | $2.8M | 5.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.4% | |
| PIMCO Income Investment Company Institutional Fd T. Rowe Price Funds Registered - | Mutual Funds | — | — | $2.4M | 4.5% | |
| T. ROWE PRICE Investment Company RTMT 2050 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $1.6M | 3.1% | |
| T. ROWE PRICE Investment Company RTMT 2045 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $1.6M | 3.0% | |
| T. ROWE PRICE Investment Company RTMT 2015 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $1.2M | 2.4% | |
| Management - MFS Investment Company Intl Diversification R3 Fd * Principal Life Pooled Separate - | Mutual Funds | — | — | $1.1M | 2.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| Vanguard Group - Registered - | Mutual Funds | — | — | $958K | 1.8% | |
| T. ROWE PRICE Investment Company RTMT 2010 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $911K | 1.8% | |
| T. ROWE PRICE Investment Company RTMT 2065 I FD Vanguard Group - Registered - | Mutual Funds | — | — | $858K | 1.7% | |
| T. ROWE PRICE Investment Company RTMT 2055 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $823K | 1.6% | |
| Investors Trust Co - Trust Principal Stable Value Z Fund PGIM Investments - Registered - | Stable Value | — | — | $588K | 1.1% | |
| T Rowe Price Cap Investment Company Appr Fund T. Rowe Price Funds Registered - | Mutual Funds | — | — | $584K | 1.1% | |
| Victory Sycamore Investment Company Est Val R Fd * Participant Loans Range of Interest - | Common Stocks | — | — | $531K | 1.0% | |
| T. ROWE PRICE Investment Company RTMT 2005 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $482K | 0.9% | |
| Investments - Amer Investment Company Century Sml Cap Val R6 Fd Dodge and Cox Registered - | Mutual Funds | — | — | $462K | 0.9% | |
| T. ROWE PRICE Investment Company RTMT 2060 I FD T. Rowe Price Funds Registered - | Common Stocks | — | — | $449K | 0.9% | |
| American Century Registered - $ | Other securities | — | — | $292K | 0.6% | |
| Dev Mark Y Fd Investment Company MFS Investment Registered - | Mutual Funds | — | — | $250K | 0.5% | |
| PIMCO Funds - Registered - | Mutual Funds | — | — | $219K | 0.4% | |
| T. Rowe Price New Investment Company Horizon Fd T. Rowe Price Funds Registered - | Common Stocks | — | — | $174K | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $169K | 0.3% | |
| Vanguard 500 Index Investment Company Admiral Fd Victory Funds - Registered - | Common Collective Trusts | — | — | $57K | 0.1% | |
| Vanguard Sm Cap Investment Company Index Adm Fund Vanguard Group - Registered - | Mutual Funds | — | — | $45K | <0.1% | |
| (E) | Other securities | — | $31K | $36K | <0.1% | |
| T. ROWE PRICE Investment Company RTMT BAL I FUND T. Rowe Price Funds Registered - | Common Stocks | — | — | $36K | <0.1% | |
| Funds - Dodge & Cox Investment Company Stock I Fund Oppenheimer - Inv Registered - | Mutual Funds | — | — | $31K | <0.1% |
