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Sponsor portfolio

LISA LINDBLOOM

EIN 38-3199448-insurance-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
16
47017 GLASTONBURY DR. - CANTON, MI 48188734-261-3111LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$3.5M - 8 part#002CashBalance-$575K - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • LISA LINDBLOOM 401(K) (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LISA LINDBLOOM 401(K) (#001)8
  • CASH BALANCE PLAN (#002)8
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LISA LINDBLOOM 401(K) PLAN

401k

Assets$3.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LISA LINDBLOOM CASH BALANCE PLAN

CashBalance

Assets$575K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LISA LINDBLOOM 401(K) PLAN401k$3.5M82025
002LISA LINDBLOOM CASH BALANCE PLANCashBalance$575K82025
Retirement plans
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