Original filing (PDF)20260706062124NAL0030503874001

Lundahl, HATT & Austad Tax Service, Inc.

Name: Lundahl, HATT & Austad Tax Service, Inc. — Form 5500 Plan 001 (2025)
Creator: Lundahl, HATT & Austad Tax Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LHA 401(k) Plan

401(k) retirement plan · Lundahl, HATT & Austad Tax Service, Inc.'s LHA 401(k) Plan held $265K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUNDAHL, HATT & AUSTAD TAX SERVICE, INC..

Plan sponsor

Name

LUNDAHL, HATT & AUSTAD TAX SERVICE, INC.

EIN

42-1414044all filings

Address

1090 7TH AVE., SUITE 102 · MARION, IA · 52302

Phone

(319) 373-1591

Industry

Professional & Technical Services

Plan administrator