Original filing (PDF)20250505093829NAL0005101923001

LINDELL & LAVOIE, LLP

Name: LINDELL & LAVOIE, LLP — LINDELL & LAVOIE, LLP PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LINDELL & LAVOIE, LLP

Form 5500-SF

FILING_RECEIVED

LINDELL & LAVOIE, LLP PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 LINDELL & LAVOIE, LLP.

Plan sponsor

Name

LINDELL & LAVOIE, LLP

EIN

36-2908220

Address

431 SOUTH 7TH STREET, SUITE 2420 · MINNEAPOLIS, MN · 55415

Phone

(612) 339-8811

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-05-05

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PEPPING, BALK, KINCAID & OLSON, LTD.

PEPPING, BALK, KINCAID & OLSON, LTD. RESTATED 401(K) PLAN

$3.3M · 11 participants

THE HEALTH LAW FIRM, P.A.

THE HEALTH LAW FIRM 401(K) PROFIT SHARING PLAN

$3.3M · 14 participants

LAW OFFICES OF SUSAN FORTINO-BROWN, LLC

LAW OFFICES OF SUSAN FORTINO-BROWN DEFINED BENEFIT PENSION PLAN AND TRUST

$3.3M · 5 participants

CHRISTENSEN LAW GROUP, PLLC

CHRISTENSEN LAW GROUP, PLLC 401(K) PLAN

$3.3M · 17 participants

CHAPTER 13 TRUSTEE SOUTHERN DISTRICT OF ILLINOIS