Lindblad Expeditions 401(k) match, vesting and fees
What Lindblad Expeditions' 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Todres and Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 44 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Lindblad Expeditions: employer contribution per participant | $1,026 | |
| Peer median | $1,139 |
| Lindblad Expeditions: average balance | $77,719 | |
| Peer median | $40,459 |
| Lindblad Expeditions: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.52% |
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 $37.9M at the end of plan year 2021 to $57M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 863 | $57M | $753K | $1,026 | 0.37% | Not published | Form 5500 ↗ |
| 2024 | 922 | $48.7M | $686K | $853 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 760 | $40.1M | $600K | $880 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 758 | $32.1M | $498K | $735 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 574 | $37.9M | $391K | $762 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Lindblad Expeditions match 401(k) contributions?
The match terms for the Lindblad Expeditions, Inc 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $753K in employer contributions, about $1,026 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lindblad Expeditions 401(k) match vested?
The vesting schedule for the Lindblad Expeditions, Inc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lindblad Expeditions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Lindblad Expeditions, Inc..
I left Lindblad Expeditions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lindblad Expeditions, Inc., (212) 261-9071) or the recordkeeper, Ascensus LLC. The Lindblad Expeditions old 401(k) page lists the contacts from every plan filing. Find an old Lindblad Expeditions 401(k)
Data from the public Form 5500 annual reports Lindblad Expeditions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Lindblad Expeditions. Not financial advice. Report a correction · Methodology