How big is Linger, Peterson & Shrum's plan?

Linger, Peterson & Shrum's plan reported $378K in assets and 9 participants for 2024.

Original filing (PDF)20250908162708NAL0012038595001

Linger, Peterson & Shrum

Name: Linger, Peterson & Shrum — Linger, Peterson & Shrum, Form 5500 (2024)
Creator: Linger, Peterson & Shrum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Linger, Peterson & Shrum 401(k) Plan

401(k) retirement plan · Linger, Peterson & Shrum's Linger, Peterson & Shrum 401(k) Plan held $378K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan identifiers

Linger, Peterson & Shrum's EIN is 81-1342570.

EIN 81-1342570

Plan number 001

Plan year 2024

ACK ID 20250908162708NAL0012038595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Linger, Peterson & Shrum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Linger, Peterson & Shrum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINGER, PETERSON & SHRUM.

Finding similar companies…

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