Jenifer Baker signed Lindal North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lindal North America, Inc.'s EIN is 20-5937310.
Download the official 2024 Form 5500 (PDF) for Lindal North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lindal North America, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVEST. ADVISORY | 82-0759826 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2045 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $627K | 18.2% | |
| AMC ONE CHOICE 2025 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $582K | 16.9% | |
| AMC ONE CHOICE 2050 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $576K | 16.7% | |
| AMC ONE CHOICE 2040 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $248K | 7.2% | |
| AMC ONE CHOICE 2030 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $215K | 6.3% | |
| AMC ONE CHOICE 2035 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $182K | 5.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $168K | 4.9% | |
| AMC ONE CHOICE 2055 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $147K | 4.3% | |
| AMC ONE CHOICE 2060 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $143K | 4.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $103K | 3.0% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $102K | 3.0% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $67K | 2.0% | |
| CALVERT BALANCED FUND R6 | Registered Investment Companies | — | — | $47K | 1.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $45K | 1.3% | |
| AMC ONE CHOICE IN RET TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $27K | 0.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $18K | 0.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $10K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $5K | 0.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $4K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMC ONE CHOICE 2065 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
