Stephanie Brandt signed Lindstrom, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lindstrom, LLC's EIN is 22-1474934.
Download the official 2022 Form 5500 (PDF) for Lindstrom, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 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 | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONESTREET EQUITY, LLC | 27-0050988 | — | INVESTMENT ADVISORY | $0 | — |
| RESOURCES INVESTMENT ADVISORS |
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.
| 43-1451524 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2025 I FD Registered Investment Company | Common Stocks | — | — | $8.8M | 25.9% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2030 I FD Registered Investment Company | Common Stocks | — | — | $6.0M | 17.7% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2035 I FD Registered Investment Company | Common Stocks | — | — | $2.6M | 7.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| Vanguard Group VANGUARD 500 INDEX ADMIRAL FD Registered Investment Company | Common Collective Trusts | — | — | $2.0M | 5.8% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2020 I FD Registered Investment Company | Common Stocks | — | — | $1.6M | 4.8% | |
| T. Rowe Price Funds T ROWE PRICE CAP APPR FUND Registered Investment Company | Mutual Funds | — | — | $1.6M | 4.8% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2045 I FD Registered Investment Company | Common Stocks | — | — | $1.5M | 4.4% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2040 I FD Registered Investment Company | Common Stocks | — | — | $1.3M | 3.9% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2015 I FD Registered Investment Company | Common Stocks | — | — | $1.1M | 3.3% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2050 I FD Registered Investment Company | Common Stocks | — | — | $524K | 1.5% | |
| Dodge and Cox Funds DODGE & COX STOCK I FUND Registered Investment Company | Mutual Funds | — | — | $482K | 1.4% | |
| Vanguard Group VANGUARD MID CAP INDEX ADM FD Registered Investment Company | Mutual Funds | — | — | $459K | 1.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $434K | 1.3% | |
| T. Rowe Price Funds T. ROWE PRICE NEW HORIZON FD Registered Investment Company | Common Stocks | — | — | $388K | 1.1% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2010 I FD Registered Investment Company | Common Stocks | — | — | $308K | 0.9% | |
| PGIM Investments PGIM TOTAL RET BOND Z FD Registered Investment Company | U.S. Treasuries | — | — | $305K | 0.9% | |
| MFS Investment Management MFS INTL DIVERSIFICATION R3 FD Registered Investment Company | Mutual Funds | — | — | $291K | 0.9% | |
| PIMCO Funds PIMCO INCOME INSTITUTIONAL FD Registered Investment Company | Mutual Funds | — | — | $238K | 0.7% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2055 I FD Registered Investment Company | Common Stocks | — | — | $222K | 0.7% | |
| Vanguard Group VANGUARD SM CAP INDEX ADM FUND Registered Investment Company | Mutual Funds | — | — | $132K | 0.4% | |
| T. Rowe Price Funds T. ROWE PRICE RTMT I 2065 I FD Registered Investment Company | Common Stocks | — | — | $129K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $108K | 0.3% | |
| Oppenheimer INV DEV MARK Y FD Registered Investment Company | Mutual Funds | — | — | $91K | 0.3% | |
| (E) | Other securities | — | — | $85K | 0.3% | |
| Victory Funds VICTORY SYCAMORE EST VAL R FD Registered Investment Company | Common Stocks | — | — | $85K | 0.3% | |
| American Century Investments AMER CENTURY SML CAP VAL R6 FD Registered Investment Company | Common Stocks | — | — | $63K | 0.2% | |
| KEYBANK EB MGD GUAR INV CNTRCT KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $0 | <0.1% |
