Plan Snapshot
- Plan Sponsor: Lindblad Expeditions, INC.
- Sponsor EIN: 132991368
- Sponsor Address: 2505 2ND AVENUE, SEATTLE, WA, 98121
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $48.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 691 | $48.7M | $686,451 | $3.6M |
| 2023 | 561 | $40.1M | $599,831 | $3.2M |
| 2022 | 491 | $32.1M | $497,672 | $2.6M |
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 |
|---|---|---|---|---|
| TODRES AND COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $160,316 | $96,991 | $63,325 | — | — |
| 2023 | $141,064 | $79,427 | $61,637 | — | — |
| 2022 | $62,692 | $16,522 | $46,170 | — | — |