How big is Lindy Property Management's plan?

Lindy Property Management's plan reported $7.5M in assets and 151 participants for 2024.

Original filing (PDF)20251003121040NAL0000795443001

Lindy Property Management

Name: Lindy Property Management — Lindy Property, Form 5500 (2024)
Creator: Lindy Property Management
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lindy Property Management 401(k) Plan

401(k) retirement plan · Lindy Property Management's Lindy Property Management 401(k) Plan held $7.5M in plan assets for 151 participants in 2024.

Active participants

151

Accounts w/ balance

287

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Stephen Furtek signed Lindy Property Management's 2024 Form 5500 as plan administrator.

Stephen Furtek — 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

Lindy Property Management's EIN is 23-2879335.

EIN 23-2879335

Plan number 001

Plan year 2024

ACK ID 20251003121040NAL0000795443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lindy Property Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lindy Property Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINDY PROPERTY MANAGEMENT.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LINDY PROPERTY MANAGEMENT

EIN

all filings

Address

309 YORK ROAD-SUITE 211 · JENKINTOWN, PA · 19046

Phone

(215) 886-8030

Industry

Real Estate

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

2K · 401(m) arrangement

Service providers (Schedule C)

No Schedule C providers reported

Investments

33 direct securities· $7.5M(100% of reported assets)

Mutual Funds

$7.2M

26 holdings

Other securities

$174K

4 holdings

Bonds / Notes

$113K

1 holding

Common Collective Trusts

$13K

2 holdings

					% of plan
Vanguard Target Retirement 2035 Mutual Fund n/a	Mutual Funds	—	—	$1.4M	18.6%
Vanguard Target Retirement 2025 Mutual Fund n/a	Mutual Funds	—	—	$1.1M	14.3%
Vanguard Target Retirement 2020 Mutual Fund n/a	Mutual Funds	—	—	$1.1M	14.3%
Vanguard Target Retirement 2040 Mutual Fund n/a	Mutual Funds	—	—	$719K	9.6%
Vanguard Target Retirement 2030 Mutual Fund n/a	Mutual Funds	—	—	$714K	9.5%
Vanguard Target Retirement 2055 Mutual Fund n/a	Mutual Funds	—	—	$485K	6.5%
Vanguard Target Retirement 2045 Mutual Fund n/a	Mutual Funds	—	—	$382K	5.1%
Vanguard Target Retirement 2050 Mutual Fund n/a	Mutual Funds	—	—	$329K	4.4%
Vanguard Cash Reserves Fed MMrkt Adm Mutual Fund n/a	Mutual Funds	—	—	$236K	3.1%
Vanguard Large Cap Index Adm Mutual Fund n/a	Mutual Funds	—	—	$172K	2.3%
Vanguard Target Retirement 2060 Mutual Fund n/a	Mutual Funds	—	—	$133K	1.8%
Participant Loans 4.25% - 9.50% -0-	Bonds / Notes	—	—	$113K	1.5%
JPMorgan US Large Cap Core Plus R6 Mutual Fund n/a	Other securities	—	—	$110K	1.5%
Vanguard LifeStrategy Growth Inv Mutual Fund n/a	Mutual Funds	—	—	$73K	1.0%
Vanguard Target Retirement 2065 Mutual Fund n/a	Mutual Funds	—	—	$69K	0.9%
DFA US Small Cap I Mutual Fund n/a	Mutual Funds	—	—	$63K	0.8%
Vanguard Target Retirement Income Mutual Fund n/a	Mutual Funds	—	—	$60K	0.8%
Vanguard FTSE All World Ex-US Index Adm Mutual Fund n/a	Mutual Funds	—	—	$56K	0.7%
Parnassus Mid Cap Institutional Mutual Fund n/a	Other securities	—	—	$35K	0.5%
Vanguard Total Bond Market Index Adm Mutual Fund n/a	Mutual Funds	—	—	$34K	0.5%
American Funds New Perspective R6 Mutual Fund n/a	Mutual Funds	—	—	$34K	0.4%
Vanguard Mid Cap Index Adm Mutual Fund n/a	Mutual Funds	—	—	$27K	0.4%
Oakmark International Institutional Mutual Fund n/a	Other securities	—	—	$23K	0.3%
Vanguard High-Yield Corporate Adm Mutual Fund n/a	Mutual Funds	—	—	$22K	0.3%
Vanguard Short Term Investment Grade Adm Mutual Fund n/a 830 Vanguard Small Cap Index Adm Mutual Fund n/a	Mutual Funds	—	—	$13K	0.2%
Vanguard Inflation Protected Secs Adm Mutual Fund n/a	Mutual Funds	—	—	$11K	0.1%
Vanguard Real Estate Index Adm Mutual Fund n/a	Mutual Funds	—	—	$8K	0.1%
SEI Core Fixed Income F (SIMT) Mutual Fund n/a	Other securities	—	—	$7K	<0.1%
Vanguard Total Intl Bd Idx Admiral Mutual Fund n/a	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Total Stock Mkt Idx Adm Mutual Fund n/a	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard LifeStrategy Consv Growth Mutual Fund n/a	Mutual Funds	—	—	$6K	<0.1%
Vanguard Target Retirement 2070 Mutual Fund n/a	Mutual Funds	—	—	$5K	<0.1%
Vanguard Short Term Bond Index Adm Mutual Fund n/a	Mutual Funds	—	—	$1K	<0.1%