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Original filing (PDF)20251013150039NAL0001474369001
LINDSTROM, LLC
Form 5500
FILING_RECEIVED
LINDFAST SOLUTIONS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
939
Accounts w/ balance
824
Plan assets (EOY)
$51.8M
Net assets (EOY)
$51.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 127% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINDSTROM, LLC.
Plan sponsor
Name
LINDSTROM, LLC
EIN
20-4445013
Address
2950 100TH COURT NE · BLAINE, MN · 55449
Phone
(763) 795-0504
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BGM CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $188K | — |
Investments
31 direct securities · 3 pooled funds· $55.7M(100% of reported assets)
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.
Uncategorized
$51.7M
31 holdings
Common Collective Trust
$2.8M
1 holding
Pooled Separate Account
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE Investment Company RTMT 2020 I FD T. Rowe Price Funds Registered - | — | — | — | $8.1M | 15.6% | |
| T. Rowe Price Funds Registered - | — | — | — | $6.5M | 12.5% | |
| T. ROWE PRICE Investment Company RTMT 2030 I FD T. Rowe Price Funds Registered - | — | — | — | $6.0M | 11.5% | |
| Vanguard Ttl Bd Mkt Investment Company Idx Adm Fd Vanguard Group - Registered - | — | — | — | $5.4M | 10.5% | |
| T. ROWE PRICE Investment Company RTMT 2035 I FD T. Rowe Price Funds Registered - | — | — | — | $4.4M | 8.5% | |
| T. ROWE PRICE Investment Company RTMT 2040 I FD T. Rowe Price Funds Registered - | — | — | — | $2.9M | 5.6% | |
| Insurance Company - Accounts Prin SmCap Growth I Sep Acct-Z * Principal Global Common/Collective - | — | — | — | $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 - | — | — | — | $2.4M | 4.5% | |
| T. ROWE PRICE Investment Company RTMT 2050 I FD T. Rowe Price Funds Registered - | — | — | — | $1.6M | 3.1% | |
| T. ROWE PRICE Investment Company RTMT 2045 I FD T. Rowe Price Funds Registered - | — | — | — | $1.6M | 3.0% | |
| T. ROWE PRICE Investment Company RTMT 2015 I FD T. Rowe Price Funds Registered - | — | — | — | $1.2M | 2.4% | |
| Management - MFS Investment Company Intl Diversification R3 Fd * Principal Life Pooled Separate - | — | — | — | $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 - | — | — | — | $958K | 1.8% | |
| T. ROWE PRICE Investment Company RTMT 2010 I FD T. Rowe Price Funds Registered - | — | — | — | $911K | 1.8% | |
| T. ROWE PRICE Investment Company RTMT 2065 I FD Vanguard Group - Registered - | — | — | — | $858K | 1.7% | |
| T. ROWE PRICE Investment Company RTMT 2055 I FD T. Rowe Price Funds Registered - | — | — | — | $823K | 1.6% | |
| Investors Trust Co - Trust Principal Stable Value Z Fund PGIM Investments - Registered - | — | — | — | $588K | 1.1% | |
| T Rowe Price Cap Investment Company Appr Fund T. Rowe Price Funds Registered - | — | — | — | $584K | 1.1% | |
| Victory Sycamore Investment Company Est Val R Fd * Participant Loans Range of Interest - | — | — | — | $531K | 1.0% | |
| T. ROWE PRICE Investment Company RTMT 2005 I FD T. Rowe Price Funds Registered - | — | — | — | $482K | 0.9% | |
| Investments - Amer Investment Company Century Sml Cap Val R6 Fd Dodge and Cox Registered - | — | — | — | $462K | 0.9% | |
| T. ROWE PRICE Investment Company RTMT 2060 I FD T. Rowe Price Funds Registered - | — | — | — | $449K | 0.9% | |
| American Century Registered - $ | — | — | — | $292K | 0.6% | |
| Dev Mark Y Fd Investment Company MFS Investment Registered - | — | — | — | $250K | 0.5% | |
| PIMCO Funds - Registered - | — | — | — | $219K | 0.4% | |
| T. Rowe Price New Investment Company Horizon Fd T. Rowe Price Funds Registered - | — | — | — | $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 - | — | — | — | $57K | 0.1% | |
| Vanguard Sm Cap Investment Company Index Adm Fund Vanguard Group - Registered - | — | — | — | $45K | <0.1% | |
| (E) | — | — | $31K | $36K | <0.1% | |
| T. ROWE PRICE Investment Company RTMT BAL I FUND T. Rowe Price Funds Registered - | — | — | — | $36K | <0.1% | |
| Funds - Dodge & Cox Investment Company Stock I Fund Oppenheimer - Inv Registered - | — | — | — | $31K | <0.1% |
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