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Original filing (PDF)20251103170717NAL0016909042001
LANTECH.COM, LLC
Form 5500
FILING_RECEIVED
LANTECH 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
529
Accounts w/ balance
417
Plan assets (EOY)
$62.8M
Net assets (EOY)
$62.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANTECH.COM, LLC.
Plan sponsor
Name
LANTECH.COM, LLC
EIN
01-0756775
Address
11000 BLUEGRASS PKWY · LOUISVILLE, KY · 402992316
Phone
(502) 267-4200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEGNER INVESTMENT ASSOCIATES, INC. | 06-1153247 | — | INV ADV, PARTICIPANTS | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 4 pooled funds· $64.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$55.4M
26 holdings
Pooled Separate Account
$7.5M
3 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Services, Inc RTMT 2035 Fund | — | — | — | $10.6M | 16.9% | |
| T. Rowe Price Services, Inc RTMT 2025 Fund | — | — | — | $6.4M | 10.3% | |
| Fidelity LC Growth Index Fund | — | — | — | $5.4M | 8.6% | |
| PRIN LGCAP S&P 500 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.3M | 8.5% | |
| T. Rowe Price Services, Inc. RTMT 2030 Fund | — | — | — | $4.9M | 7.8% | |
| T. Rowe Price Services, Inc. RTMT 2040 Fund | — | — | — | $4.3M | 6.8% | |
| T. Rowe Price Services, Inc. RTMT 2045 Fund | — | — | — | $3.5M | 5.6% | |
| T. Rowe Price Services, Inc. RTMT 2055 Fund | — | — | — | $2.2M | 3.5% | |
| Principal Div Int'l Sep Acct-I5 | — | — | — | $2.0M | 3.2% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.0M | 3.2% | |
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.2% | |
| PGIM Total Return Bond Z Fund | — | — | — | $2.0M | 3.1% | |
| T. Rowe Price Services, Inc. RTMT 2050 Fund | — | — | — | $1.9M | 3.0% | |
| The Vanguard Group Mid Cap Val Adm Fund | — | — | — | $1.8M | 2.9% | |
| American Beacon Large Cap VI Investor Fund | — | — | — | $1.6M | 2.6% | |
| T. Rowe Price Services, Inc. RTMT 2060 Fund | — | — | — | $1.6M | 2.6% | |
| Mass Mutual Mid Cap Growth R5 Fund | — | — | — | $1.4M | 2.3% | |
| ClearBridge Small Cap Growth I Fund | — | — | — | $1.2M | 1.9% | |
| T. Rowe Price Services, Inc. RTMT 2020 Fund | — | — | — | $993K | 1.6% | |
| American Beacon Small Cap Val Y Fund | — | — | — | $972K | 1.5% | |
| Various Participants Notes receivable from participants maturing from 2025 - 2029 at interest rates ranging from 5.25% - 10.50% $0 | — | — | — | $910K | 1.4% | |
| Loomis Sayles Global Bond Instl Fund | — | — | — | $437K | 0.7% | |
| T. Rowe Price Services, Inc. RTMT 2015 Fund | — | — | — | $390K | 0.6% | |
| T. Rowe Price Services, Inc. RTMT 2065 Fund | — | — | — | $343K | 0.5% | |
| DFA Emerging Markets I Fund | — | — | — | $290K | 0.5% | |
| PRIN U.S. PROPERTY SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $135K | 0.2% | |
| T. Rowe Price Services, Inc. RTMT Balanced Fund | — | — | — | $25K | <0.1% | |
| (E) | — | — | — | $13K | <0.1% | |
| T. Rowe Price Services, Inc. RTMT 2010 Fund | — | — | — | $13K | <0.1% | |
| T. Rowe Price Services, Inc. RTMT 2005 Fund | — | — | — | $7K | <0.1% |
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