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Original filing (PDF)20251014094642NAL0005332066001
LYONS GROUP LTD.
Form 5500
FILING_RECEIVED
LYONS GROUP 401(K) PLAN
401(k) retirement plan
Active participants
736
Accounts w/ balance
160
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
25 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
65
Knocking points off
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYONS GROUP LTD..
Plan sponsor
Name
LYONS GROUP LTD.
EIN
04-2707878
Address
355 CONGRESS STREET, UNIT 1 · BOSTON, MA · 02210
Phone
(617) 262-2605
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $9K | — |
Investments
13 direct securities · 25 pooled funds· $12.3M(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.
Pooled Separate Account
$7.8M
25 holdings
Uncategorized
$4.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TA PARTNERS STOCK INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.6M | 20.7% | |
| Transamerica LifeGoal Ret with BlackRock Ret Opt Units a | — | — | — | $845K | 10.6% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $845K | 10.6% | |
| Transamerica LifeGoal 2025 with BlackRck RetOpt Units a | — | — | — | $760K | 9.5% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $760K | 9.5% | |
| Transamerica LifeGoal 2045 with BlkRck Ret Opt Units a | — | — | — | $640K | 8.0% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $640K | 8.0% | |
| Transamerica LifeGoal 2030 with BlackRck Re Opt Units a | — | — | — | $633K | 8.0% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $633K | 8.0% | |
| Transamerica LifeGoal 2035 with BlackRck RetOpt Units a | — | — | — | $460K | 5.8% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $460K | 5.8% | |
| AMERICAN CENTURY SM CAP VALUE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 401 | Pooled Separate Account | — | — | $388K | 4.9% | |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $386K | 4.8% | |
| OPPENHEIMER GLOBAL OP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $261K | 3.3% | |
| Transamerica LifeGoal 2050 with BlkRck Ret Opt Units a | — | — | — | $233K | 2.9% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $233K | 2.9% | |
| Transamerica Large Cap Growth Ret Opt Units a | — | — | — | $230K | 2.9% | |
| ALGER CAPITAL APPRECIATION TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $230K | 2.9% | |
| Amer Funds Fundamental Investors Ret Opt Units a | — | — | — | $166K | 2.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $166K | 2.1% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $166K | 2.1% | |
| Transamerica LifeGoal 2040 with BlkRck Ret Opt Units a | — | — | — | $158K | 2.0% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $158K | 2.0% | |
| AM FUNDS WASHINGTON MUTUAL INVESTOR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 008 | Pooled Separate Account | — | — | $137K | 1.7% | |
| STATE STREET RUSSELL INTRNL INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $116K | 1.5% | |
| Transamerica LifeGoal 2060 with BlkRck Ret Opt Units a | — | — | — | $115K | 1.4% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $115K | 1.4% | |
| Transamerica Stable Value Option Guaranteed interest accounts a | — | — | — | $104K | 1.3% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $100K | 1.3% | |
| LOOMIS SAYLES BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $87K | 1.1% | |
| STATE STREET RUSSELL S&P MIDCAP IND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $73K | 0.9% | |
| Transamerica LifeGoal 2055 with BlkRck Ret Opt Units a | — | — | — | $70K | 0.9% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $70K | 0.9% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.50% - | — | — | — | $60K | 0.8% | |
| AM FUNDS BALANCED TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $50K | 0.6% | |
| STATE STREET RUSSELL SMALL-CAP INDE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $31K | 0.4% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $28K | 0.3% | |
| STATE STREET RUSSELL US BOND INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $18K | 0.2% |
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