Original filing (PDF)20251010112102NAL0008038785001

LINDSTROM TAX & BUSINESS SERVICES, PLLC D/B/A LINDSTROM CPA

Name: LINDSTROM TAX & BUSINESS SERVICES, PLLC D/B/A LINDSTROM CPA — LINDSTROM TAX & BUSINESS SERVICES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: LINDSTROM TAX & BUSINESS SERVICES, PLLC D/B/A LINDSTROM CPA

Form 5500-SF

FILING_RECEIVED

LINDSTROM TAX & BUSINESS SERVICES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINDSTROM TAX & BUSINESS SERVICES, PLLC D/B/A LINDSTROM CPA.

Plan sponsor

Name

LINDSTROM TAX & BUSINESS SERVICES, PLLC D/B/A LINDSTROM CPA

EIN

84-4541160all filings

Address

4767 NEW BROAD ST #1069 · ORLANDO, FL · 32814

Phone

(407) 788-6898

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator