Joanna PAN signed LIN Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LIN Engineering, Inc.'s EIN is 77-0287094.
Download the official 2024 Form 5500 (PDF) for LIN Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LIN Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824668 | OAKLAND, CA | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824865 | OAKLAND, CA | NONE | $19K | — |
| CHARLES SCHWAB TRUST BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 94.8% | |
| [Assets held in participant loans] | Other | — | — | $78K | 0.8% |
| 42-1558009 |
| SAN FRANCISCO, CA |
| NONE |
| $5K |
| — |
