Original filing (PDF)20250610165202NAL0024957280001

THE LUND TEAM INC

Name: THE LUND TEAM INC — THE LUND TEAM INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE LUND TEAM INC

Form 5500-SF

FILING_RECEIVED

THE LUND TEAM INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LUND TEAM INC.

Plan sponsor

Name

THE LUND TEAM INC

EIN

32-0068213

Address

6114 INNOVATION WAY · CARLSBAD, CA · 92009

Phone

(760) 494-4806

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MEADOW BROOK INVESTMENTS

MEADOW BROOK INVESTMENTS CASH BALANCE PLAN

$1.1M · 2 participants

FULTON GRACE REALTY, LLC

FULTON GRACE REALTY, LLC 401(K) PLAN

$1.1M · 63 participants

GRAHAM REAL ESTATE, LLC

GRAHAM REAL ESTATE, LLC 401(K) PLAN

$1.1M · 21 participants

KELLY BROWN, INC.

KELLY BROWN CASH BALANCE PLAN

$1.1M · 2 participants

SOUND CHOICE REAL ESTATE, LLC

SOUND CHOICE REAL ESTATE, LLC 401(K) PLAN

$1.1M · 7 participants