Lindblad Expeditions, Inc. 401(k) Plan: Login, Facts & Contact Information

Lindblad Expeditions, Inc. 401(k) Plan Facts

Plan name
LINDBLAD EXPEDITIONS, INC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LINDBLAD EXPEDITIONS, INC.
Participants
772 (691 active employees)
Former employees with a balance
231
Plan assets
$48,682,392 at Dec 31, 2024
Average account balance
$60,475 across 805 accounts
Employer contributions
$686,451 in plan year 2024 (16% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.43 million went into the plan in contributions, $686,451 of it from the employer (16%).
  • $2.57 million was paid out to participants.
  • Investment and other income added $6.92 million.
  • Administrative expenses were $160,316, about $199 per account.

How the Lindblad Expeditions, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019458$26.1 million$436,073$665,663
2020556$31.8 million$373,909$1.78 million
2021544$37.9 million$391,042$1.75 million
2022615$32.1 million$497,672$1.99 million
2023776$40.1 million$599,831$2.53 million
2024772$48.7 million$686,451$2.57 million

Lindblad Expeditions, Inc. 401(k) Contact Information

Phone
212-261-9071
Mailing address
2505 2ND AVENUE SUITE 300, SEATTLE WA 98121
Plan sponsor
LINDBLAD EXPEDITIONS, INC.
Employer identification number (EIN)
13-2991368
Plan number
002

Questions about the Lindblad Expeditions, Inc. 401(k)

Does Lindblad Expeditions, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $686,451, 16% of all contributions.

Does the Lindblad Expeditions, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lindblad Expeditions, Inc 401(k) plan?

772 participants at the start of plan year 2024, 691 of them active employees, and 231 former employees who still had money in the plan.

What is the average 401(k) balance at Lindblad Expeditions, Inc?

About $60,475 per account: $48.7 million in plan assets across 805 accounts with a balance at the end of plan year 2024.

Who manages the Lindblad Expeditions, Inc 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lindblad Expeditions, Inc. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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