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Original filing (PDF)20251014085511NAL0003464864001
P.A. LANDERS, INC.
Form 5500
FILING_RECEIVED
P.A. LANDERS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
309
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
32 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.A. LANDERS, INC..
Plan sponsor
Name
P.A. LANDERS, INC.
EIN
04-2660795
Address
351 WINTER STREET · HANOVER, MA · 023392509
Phone
(781) 826-8818
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LMHS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LMHS, PC | 04-2971374 | — | ACCOUNTANT | $0 | — |
Investments
32 direct securities· $24.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. Fixed Income Guaranteed Option | — | — | — | $3.3M | 13.7% | |
| Principal Funds, Inc. Principal LargeCap S&P 500 Index Fund | — | — | — | $3.1M | 12.9% | |
| American Funds American Balanced Fund | — | — | — | $2.1M | 8.6% | |
| Principal Funds, Inc. Principal Core Fixed Income Fund | — | — | — | $1.9M | 8.0% | |
| Principal Funds, Inc. Principal LargeCap Growth Fund I | — | — | — | $1.9M | 8.0% | |
| Principal Funds, Inc. Principal LifeTime 2030 Fund | — | — | — | $1.1M | 4.7% | |
| Principal Funds, Inc. Principal LifeTime 2025 Fund | — | — | — | $1.1M | 4.4% | |
| Principal Funds, Inc. Principal LifeTime 2035 Fund | — | — | — | $928K | 3.8% | |
| Principal Funds, Inc. Principal LifeTime 2055 Fund | — | — | — | $849K | 3.5% | |
| American Funds Service Company New Perspective Fund | — | — | — | $844K | 3.5% | |
| Principal Funds, Inc. Principal LifeTime 2050 Fund | — | — | — | $679K | 2.8% | |
| Principal Funds, Inc. Principal LifeTime 2020 Fund | — | — | — | $606K | 2.5% | |
| Principal Funds, Inc. Principal LifeTime 2040 Fund | — | — | — | $604K | 2.5% | |
| Principal Funds, Inc. Principal LifeTime 2045 Fund | — | — | — | $564K | 2.3% | |
| Victory Funds Victory Sycamore Established Value Fund | — | — | — | $559K | 2.3% | |
| MFS Investment Management MFS International Growth Fund | — | — | — | $536K | 2.2% | |
| Principal Funds, Inc. Principal SmallCap Growth Fund I | — | — | — | $499K | 2.1% | |
| Principal Funds, Inc. Principal SmallCap S&P 600 Index Fund | — | — | — | $482K | 2.0% | |
| Principal Funds, Inc. Principal LifeTime 2060 Fund | — | — | — | $457K | 1.9% | |
| Participants' Notes Receivable Participant Loans Interest Rates at 4.25% - 9.50% - | — | — | — | $343K | 1.4% | |
| PGIM Investments PGIM High Yield Fund | — | — | — | $326K | 1.3% | |
| Principal Funds, Inc. Principal MidCap S&P 400 Index Fund | — | — | — | $313K | 1.3% | |
| Principal Funds, Inc. Principal MidCap Growth Fund III | — | — | — | $248K | 1.0% | |
| Principal Funds, Inc. Principal LifeTime 2065 fund | — | — | — | $181K | 0.7% | |
| PIMCO Funds PIMCO Real Return A Fund ** 861 PIMCO Funds PIMCO StocksPLUS International Fund | — | — | — | $147K | 0.6% | |
| Principal Funds, Inc. Fund | — | — | — | $119K | 0.5% | |
| Principal Funds, Inc. Principal LifeTime 2070 fund | — | — | — | $92K | 0.4% | |
| (E) | — | — | — | $92K | 0.4% | |
| Columbia Funds Columbia Div Income A Fund | — | — | — | $69K | 0.3% | |
| American Funds American Capital Income Builders | — | — | — | $53K | 0.2% | |
| Principal Funds, Inc. Principal LifeTime Strategic Income Fund ** 142 * Principal Funds, Inc. Principal LifeTime 2015 Fund | — | — | — | $39K | 0.2% | |
| Macquarie Global Bond A Fund | — | — | — | $33K | 0.1% |
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