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Original filing (PDF)20251006101333NAL0003250977001
LIONBRIDGE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
LIONBRIDGE TECHNOLOGIES 401K PLAN
401(k) retirement plan
Active participants
944
Accounts w/ balance
2,960
Plan assets (EOY)
$112.3M
Net assets (EOY)
$112.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 216% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIONBRIDGE TECHNOLOGIES, LLC.
Plan sponsor
Name
LIONBRIDGE TECHNOLOGIES, LLC
EIN
04-3398462
Address
890 WINTER STREET · SUITE 225 · WALTHAM, MA · 02451
Phone
(208) 321-4496
Industry
All Other Professional Services· 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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $250K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $45K | — |
Investments
23 direct securities · 1 pooled fund· $112.3M(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.
Uncategorized
$109.9M
23 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $21.8M | 19.4% | |
| MFS Investment MFS MA INV GR STK R6 | — | — | — | $12.9M | 11.5% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $8.1M | 7.2% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $7.3M | 6.5% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $7.2M | 6.4% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $6.7M | 6.0% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $6.7M | 5.9% | |
| Fidelity Extended Markets Fund | — | — | — | $5.7M | 5.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $5.6M | 5.0% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $5.5M | 4.9% | |
| BlackRock LifePath Index 2030 Fund | — | — | — | $5.4M | 4.8% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $3.5M | 3.2% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $3.1M | 2.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.4M | 2.2% | |
| American Funds Bond Fund of America | — | — | — | $2.1M | 1.9% | |
| JP Morgan JPM US VALUE R6 | — | — | — | $1.7M | 1.5% | |
| Fidelity Government Money Market Fund | — | — | — | $1.6M | 1.4% | |
| Prudential High Yield Fund | — | — | — | $1.5M | 1.3% | |
| Cohen & Steers Real Estate Index Fund | — | — | — | $794K | 0.7% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $794K | 0.7% | |
| PIMCO Income Fund | — | — | — | $774K | 0.7% | |
| Calvert Calv US LG CP CRI R6 | — | — | — | $457K | 0.4% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% - | — | — | — | $301K | 0.3% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $162K | 0.1% |
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