Original filing (PDF)20251013161441NAL0003638450001

LYNCH INVESTMENT COMPANY

Name: LYNCH INVESTMENT COMPANY — LYNCH INVESTMENT COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: LYNCH INVESTMENT COMPANY

Form 5500-SF

FILING_RECEIVED

LYNCH INVESTMENT COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYNCH INVESTMENT COMPANY.

Plan sponsor

Name

LYNCH INVESTMENT COMPANY

EIN

75-2308977

Address

5810 LONG PRAIRIE RD., SUITE 700 · PMB 360 · FLOWER MOUND, TX · 75028

Phone

(214) 871-2400

Industry