· 2022–2024 · DOL EFAST2

Lynn & Associates, LLC — Lynn & Associates 401(k), Form 5500 (2025)

Original filing (PDF)20260401220107NAL0002798368098

Lynn & Associates, LLC

Form 5500-SF

FILING_RECEIVED

Lynn & Associates 401(k) Plan

401(k) retirement plan · Lynn & Associates, LLC's Lynn & Associates 401(k) Plan held $961K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$961K

Net assets (EOY)

$961K

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LYNN & ASSOCIATES, LLC

EIN

47-3691981all filings

Address

P.O. BOX 36416 · ALBUQUERQUE, NM · 87106

Phone

(505) 633-6164

Industry

Law Offices· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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