How big is Lundquist Associates, Ltd.'s plan?

Lundquist Associates, Ltd.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250312154214NAL0032409728001

Lundquist Associates, Ltd.

Name: Lundquist Associates, Ltd. — Lundquist Associates, Form 5500 (2024)
Creator: Lundquist Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lundquist Associates, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Lundquist Associates, Ltd.'s Lundquist Associates, Ltd. 401(k) Profit Sharing Plan held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Lundquist Associates, Ltd.'s EIN is 54-1877388.

EIN 54-1877388

Plan number 001

Plan year 2024

ACK ID 20250312154214NAL0032409728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lundquist Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lundquist Associates, Ltd.'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 LUNDQUIST ASSOCIATES, LTD..

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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