Lindamood-Bell Learning Processes 401(k) match, vesting and fees
What Lindamood-Bell Learning Processes' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Caliber Audit & Attest, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Lindamood-Bell Learning Processes: employer contribution per participant | $430 | |
| Peer median | $1,684 |
| Lindamood-Bell Learning Processes: average balance | $44,770 | |
| Peer median | $62,952 |
| Lindamood-Bell Learning Processes: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.2M at the end of plan year 2021 to $17.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 690 | $17.7M | $170K | $430 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 758 | $15M | $101K | $249 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 726 | $12.7M | $166K | $400 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 674 | $14.2M | $80K | $194 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Lindamood-Bell Learning Processes match 401(k) contributions?
The match terms for the Lindamood-Bell Learning Processes 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $170K in employer contributions, about $430 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lindamood-Bell Learning Processes 401(k) match vested?
The vesting schedule for the Lindamood-Bell Learning Processes 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lindamood-Bell Learning Processes 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Lindamood-Bell Learning Processes.
I left Lindamood-Bell Learning Processes. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lindamood-Bell Learning Processes, (805) 541-3836) or the recordkeeper, Newport Group, Inc.. The Lindamood-Bell Learning Processes old 401(k) page lists the contacts from every plan filing. Find an old Lindamood-Bell Learning Processes 401(k)
Data from the public Form 5500 annual reports Lindamood-Bell Learning Processes filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lindamood-Bell Learning Processes. Not financial advice. Report a correction · Methodology