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Original filing (PDF)20251013115151NAL0000558067001
LINEA SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
LINEA SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
130
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINEA SOLUTIONS, INC..
Plan sponsor
Name
LINEA SOLUTIONS, INC.
EIN
95-4723968
Address
4551 GLENCOE AVENUE · SUITE 140 · MARINA DEL REY, CA · 90292
Phone
(310) 882-9867
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES | — | HOUSTON, TX | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIRE INS & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $19.9M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.5M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $4.3M | 20.4% | |
| PGIM Total Return Bond Fund R6 Mutual Funds | — | — | — | $3.0M | 14.2% | |
| AB Large Cap Grw Fnd Z Mutual Funds | — | — | — | $2.0M | 9.2% | |
| Hartford Schrdrs Intl Stck SDR Mutual Funds | — | — | — | $1.9M | 8.7% | |
| JPMorgan Equity Income Fund R6 Mutual Funds | — | — | — | $1.7M | 8.0% | |
| Vangrd Small-Cap Index Fnd Adm Mutual Funds | — | — | — | $1.6M | 7.6% | |
| T.ROWEPRICE STABLE VAL. COMMON TRST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.7% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Funds | — | — | — | $1.1M | 5.4% | |
| DFA Emerging Markets Pt Ins Mutual Funds | — | — | — | $492K | 2.3% | |
| Artisan High Inc Inst Mutual Funds | — | — | — | $379K | 1.8% | |
| Baird Aggregate Bond Fund Ins Mutual Funds | — | — | — | $355K | 1.7% | |
| TRwPr Retirement 2055 Fund I Mutual Funds | — | — | — | $326K | 1.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $311K | 1.5% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I Mutual Funds | — | — | — | $163K | 0.8% | |
| TRwPr Retirement 2040 Fund I Mutual Funds | — | — | — | $150K | 0.7% | |
| TRwPr Retirement 2045 Fund I Mutual Funds | — | — | — | $142K | 0.7% | |
| Fidelity Intl Index Fnd Mutual Funds | — | — | — | $97K | 0.5% | |
| TRwPr Retirement 2020 Fund I Mutual Funds | — | — | — | $85K | 0.4% | |
| JPMorgan Mid Cap Growth Fd R6 Mutual Funds | — | — | — | $78K | 0.4% | |
| MFS Mid Cap Value Fund R6 Mutual Funds | — | — | — | $73K | 0.3% | |
| TRwPr Retirement 2060 Fund I Mutual Funds | — | — | — | $59K | 0.3% | |
| Voya Government Money Market A Mutual Funds | — | — | — | $54K | 0.3% | |
| TRwPr Retirement 2005 Fund I Mutual Funds | — | — | — | $46K | 0.2% | |
| TRwPr Retirement 2035 Fund I Mutual Funds | — | — | — | $24K | 0.1% | |
| TRwPr Retirement 2050 Fund I Mutual Funds | — | — | — | $17K | <0.1% | |
| TRwPr Retirement 2030 Fund I Mutual Funds | — | — | — | $8K | <0.1% | |
| Putnam Small Cap Growth Fnd R6 Mutual Funds | — | — | — | $8K | <0.1% | |
| TRwPr Retirement 2025 Fund I Mutual Funds | — | — | — | $7K | <0.1% | |
| TRwPr Retirement 2065 Fund I Mutual Funds | — | — | — | $6K | <0.1% | |
| DFA US Targeted Vl Port Ins Mutual Funds | — | — | — | $2K | <0.1% |