How big is Lindsy Wagner LLC's plan?

Lindsy Wagner LLC's plan reported $1.8M in assets and 131 participants for 2024.

Original filing (PDF)20251015104534NAL0004624817001

Lindsy Wagner LLC

Name: Lindsy Wagner LLC — Lindsy Wagner LLC 401(k), Form 5500 (2024)
Creator: Lindsy Wagner LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindsy Wagner LLC 401(k) Retirement Plan

401(k) retirement plan · Lindsy Wagner LLC's Lindsy Wagner LLC 401(k) Retirement Plan held $1.8M in plan assets for 131 participants in 2024.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Lindsy Wagner LLC's EIN is 66-0738097.

EIN 66-0738097

Plan number 001

Plan year 2024

ACK ID 20251015104534NAL0004624817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lindsy Wagner LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lindsy Wagner LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score