How big is Engstrom Lee's plan?

Engstrom Lee's plan reported $1.9M in assets and 20 participants for 2025.

Original filing (PDF)20260428220415NAL0005806611077

Engstrom Lee

Name: Engstrom Lee — Engstrom Lee 401(k) Plan, Form 5500 (2025)
Creator: Engstrom Lee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engstrom Lee 401(k) Plan

401(k) retirement plan · Engstrom Lee's Engstrom Lee 401(k) Plan held $1.9M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Engstrom Lee's EIN is 88-2629508.

EIN 88-2629508

Plan number 001

Plan year 2025

ACK ID 20260428220415NAL0005806611077

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Engstrom Lee from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Engstrom Lee'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 ENGSTROM LEE.

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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.

Plan sponsor

Name

ENGSTROM LEE

EIN

all filings

Address

323 N WASHINGTON AVE · SUITE 200 · MINNEAPOLIS, MN · 55401

Phone

(612) 305-8349

Industry

Law Offices· Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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