How big is Lindbrook Capital, LLC's plan?

Lindbrook Capital, LLC's plan reported $4.8M in assets and 9 participants for 2024.

Original filing (PDF)20251010155740NAL0019026450001

Lindbrook Capital, LLC

Name: Lindbrook Capital, LLC — Lindbrook Capital 401(k), Form 5500 (2024)
Creator: Lindbrook Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindbrook Capital 401(k) Profit Sharing Plan

401(k) retirement plan · Lindbrook Capital, LLC's Lindbrook Capital 401(k) Profit Sharing Plan held $4.8M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Lindbrook Capital, LLC's EIN is 27-5181934.

EIN 27-5181934

Plan number 001

Plan year 2024

ACK ID 20251010155740NAL0019026450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lindbrook Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lindbrook Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINDBROOK CAPITAL, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score