# Lindblad Expeditions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lindblad-expeditions-inc-401k-plan

> Lindblad Expeditions, INC.'s 401(k) plan: 691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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