Plan Snapshot
- Plan Sponsor: Lindy Property Management
- Sponsor EIN: 232879335
- Sponsor Address: 309 YORK ROAD-SUITE 211, JENKINTOWN, PA, 19046
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 151
- Total Assets: $7.5M
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 | 151 | $7.5M | $317,889 | $444,122 |
| 2023 | 153 | $6.6M | $298,470 | $436,363 |
| 2022 | 143 | $5.4M | $268,220 | $415,386 |
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 |
|---|---|---|---|---|
| FISCHER CUNNANE & ASSOCIATES LTD | 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 | $97 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,778 | — | $3,133 | — | $645 |