Original filing (PDF)20251015163742NAL0002759763001

THE LANDTEK GROUP, LLC

Name: THE LANDTEK GROUP, LLC — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024)
Creator: THE LANDTEK GROUP, LLC

Form 5500

FILING_RECEIVED

THE CONTRACTORS RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 2

~96 bps in Sched C feesNo recordkeeper disclosed

Active participants

226

Accounts w/ balance

359

Plan assets (EOY)

$31.9M

Net assets (EOY)

$31.9M

How this plan invests

This plan

1 pooled trust

Schedule D

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

96 bps in Schedule C fees — 230% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LANDTEK GROUP, LLC.

Plan sponsor

Name

THE LANDTEK GROUP, LLC

EIN

11-2945683

Address

105 SWEENEYDALE AVE · BAY SHORE, NY · 117062210

Phone

(727) 946-5501

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GRASSI ADVISORS AND ACCOUNTANTS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FRINGE BENEFIT GROUP	74-2485507	—	CONTRACT ADMINISTRATOR	$272K	—
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$34K	—

Investments

21 direct securities · 1 pooled fund· $31.8M(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

$31.8M

21 holdings

103-12 Investment Entity

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds AM FDS 2045 TRGT DTE RTM R6 FD	—	—	—	$6.9M	21.5%
American Funds AM FDS 2055 TRGT DTE RTM R6 FD	—	—	—	$4.0M	12.6%
American Funds AM FDS 2050 TRGT DTE RTM R6 FD	—	—	—	$3.9M	12.1%
American Funds AM FDS 2035 TRGT DTE RTM R6 FD	—	—	—	$3.8M	12.0%
American Funds AM FDS 2040 TRGT DTE RTM R6 FD	—	—	—	$3.2M	10.1%
American Funds AM FDS 2060 TRGT DTE RTM R6 FD	—	—	—	$2.5M	8.0%
American Funds AM FDS 2030 TRGT DTE RTM R6 FD	—	—	—	$1.9M	5.9%
American Funds AM FDS 2025 TRGT DTE RTM R6 FD	—	—	—	$1.8M	5.5%
Participant loans Interest rates ranging from 3.25% to 9.50% $ -0-	—	—	—	$1.7M	5.3%
American Funds AM FDS 2065 TRGT DTE RTM R6 FD	—	—	—	$1.6M	5.1%
Columbia Threadneedle Columbia Trust Stable Government Fund I	—	—	—	$114K	0.4%
Vanguard Group VANGUARD 500 INDEX ADMIRAL FD	—	—	—	$108K	0.3%
American Funds AM FDS 2020 TRGT DTE RTM R6 FD	—	—	—	$100K	0.3%
Vanguard Group VANGUARD MID CAP INDEX ADM FD	—	—	—	$39K	0.1%
Vanguard Group VANGUARD SM CAP INDEX ADM FUND	—	—	—	$24K	<0.1%
Vanguard Group VANGUARD SHORT-TRM TRSY ADM FD	—	—	—	$10K	<0.1%
Vanguard Group VGD LIFESTRATEGY INCOME INV FD	—	—	—	$7K	<0.1%
Vanguard Group VANGUARD BALNCD INDEX ADMRL FD	—	—	—	$6K	<0.1%
American Funds AMERICAN FUNDS 2070 TDR R6 FD	—	—	—	$5K	<0.1%
American Funds AM FDS 2015 TRGT DTE RTM R6 FD	—	—	—	$2K	<0.1%
(E)	—	—	—	$2K	<0.1%
CONTRACTORS RET. PLAN MASTER T FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001	103-12 Investment Entity	—	—	$0	<0.1%