How big is LINN Wealth Management, LLC's plan?

LINN Wealth Management, LLC's plan reported $467K in assets and 2 participants for 2024.

Original filing (PDF)20250423172542NAL0004016067002

LINN Wealth Management, LLC

Name: LINN Wealth Management, LLC — LINN Wealth Management, Form 5500 (2024)
Creator: LINN Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LINN Wealth Management, LLC 401(k) Plan

401(k) retirement plan · LINN Wealth Management, LLC's LINN Wealth Management, LLC 401(k) Plan held $467K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Jason LINN signed LINN Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jason LINN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LINN Wealth Management, LLC's EIN is 85-4119022.

EIN 85-4119022

Plan number 001

Plan year 2024

ACK ID 20250423172542NAL0004016067002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LINN Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LINN Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LINN WEALTH MANAGEMENT, LLC

EIN

all filings

Address

1221 KAPIOLANI BLVD STE 910 · HONOLULU, HI · 968143502

Phone

(808) 597-9197

Industry

Finance & Insurance

Plan administrator