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Original filing (PDF)20250925081507NAL0008304801001
LEK CONSULTING LLC
Form 5500
FILING_RECEIVED
LEK CONSULTING 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
683
Accounts w/ balance
1,302
Plan assets (EOY)
$190.2M
Net assets (EOY)
$190.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index -" is 28% of plan.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEK CONSULTING LLC.
Plan sponsor
Name
LEK CONSULTING LLC
EIN
04-3313799
Address
75 STATE ST., 19TH FLOOR · BOSTON, MA · 02109
Phone
(617) 951-9500
Industry
Professional & Technical Servicessee 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
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
33 direct securities· $181.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | — | — | — | $50.8M | 26.7% | |
| JP Morgan Growth Advantage R6 - | — | — | — | $16.3M | 8.6% | |
| Fidelity Freedom 2055 K - | — | — | — | $15.5M | 8.2% | |
| Fidelity Freedom 2060 K - | — | — | — | $13.1M | 6.9% | |
| Fidelity Freedom 2050 K - | — | — | — | $12.8M | 6.7% | |
| Fidelity Freedom 2040 K - | — | — | — | $8.3M | 4.4% | |
| Putnam Large Cap Value R6 - | — | — | — | $7.0M | 3.7% | |
| Fidelity Extended Market Index - | — | — | — | $5.5M | 2.9% | |
| BrokerageLink - Self-directed * Fidelity brokerage account - | — | — | — | $4.9M | 2.6% | |
| Fidelity Freedom 2065 K - | — | — | — | $4.7M | 2.5% | |
| Fidelity Freedom 2045 K - | — | — | — | $4.2M | 2.2% | |
| Fidelity International Index - | — | — | — | $3.8M | 2.0% | |
| American Funds Europac Growth R6 - | — | — | — | $3.3M | 1.7% | |
| Columbia Contrarian Core I3 - | — | — | — | $3.0M | 1.6% | |
| Fidelity Freedom 2035 K - | — | — | — | $2.8M | 1.5% | |
| Fidelity Freedom 2030 K - | — | — | — | $2.6M | 1.3% | |
| MassMutual Mid Cap Growth I - | — | — | — | $2.5M | 1.3% | |
| Fidelity Balanced K6 - | — | — | — | $2.3M | 1.2% | |
| Fidelity Government Money Market K6 - | — | — | — | $2.2M | 1.2% | |
| PGIM High Yield R6 - | — | — | — | $2.1M | 1.1% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 - | — | — | — | $1.8M | 1.0% | |
| Invesco Developing Markets R6 - | — | — | — | $1.8M | 0.9% | |
| Fidelity US Bond Idx - | — | — | — | $1.7M | 0.9% | |
| Invesco International Small-Mid Co R6 - | — | — | — | $1.7M | 0.9% | |
| Janus Henderson Triton N - | — | — | — | $1.5M | 0.8% | |
| Fidelity Freedom 2025 K - | — | — | — | $1.4M | 0.7% | |
| Fidelity Total Bond K6 - | — | — | — | $1.4M | 0.7% | |
| MFS Mid Cap Value R6 - | — | — | — | $1.0M | 0.5% | |
| Neuberger Berman Strategic Income R6 - | — | — | — | $877K | 0.5% | |
| Fidelity Freedom 2020 K - | — | — | — | $378K | 0.2% | |
| from participants maturities from 2025-2031 - | — | — | — | $271K | 0.1% | |
| Fidelity Short-Term Treasury Bond Index - | — | — | — | $12K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index - | — | — | — | $6K | <0.1% |
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