# Lin Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lin-engineering-inc-401k-plan

> Lin Engineering, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lin Engineering, INC.

- **Sponsor EIN:** 770287094

- **Sponsor Address:** 16245 VINEYARD BLVD., MORGAN HILL, CA, 95037

- **Plan Type:** 401(k)

- **Total Participants:** 138

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$9.9M|$178,246|$722,036|

| 2023|146|$9.0M|$187,582|$815,961|

| 2022|162|$6.7M|$178,007|$728,454|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WESPAC ADVISORS, LLC|NONE|$22,626|—|$22,626|

| WESPAC PLAN SERVICES, LLC|NONE|$19,410|—|$19,410|

| CHARLES SCHWAB TRUST BANK|NONE|$5,061|—|$5,061|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,097

- **Estimated Expense Ratio:** 0.474% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$53,047|$22,626|—|—|—|

| 2023|$34,189|$17,552|$5,191|—|—|

| 2022|$36,964|$15,444|$13,450|—|—|

## Similar Plans

- [Marvin Engineering Co., INC.](https://planprovider.pro/companies/marvin-engineering-co-inc-401k-plan) — 1,085 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lin-engineering-inc-401k-plan)

© 2026 PlanProvider.Pro