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Original filing (PDF)20251010124405NAL0004249411001
LG ELECTRONICS USA, INC.
Form 5500
FILING_RECEIVED
LG ELECTRONICS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,125
Accounts w/ balance
3,655
Plan assets (EOY)
$450.5M
Net assets (EOY)
$450.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LG ELECTRONICS USA, INC..
Plan sponsor
Name
LG ELECTRONICS USA, INC.
EIN
13-2950311
Address
111 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ · 07632
Phone
(201) 816-2000
Industry
Manufacturingsee 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
2025-10-10
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $201K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $211K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $91K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $450.3M(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
$414.8M
26 holdings
Common Collective Trust
$35.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $76.2M | 16.9% | |
| Fidelity Contrafund | — | — | — | $73.3M | 16.3% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $35.5M | 7.9% | |
| JPMorgan SmartRetirement 2040 | — | — | — | $28.6M | 6.4% | |
| JPMorgan SmartRetirement 2045 | — | — | — | $28.4M | 6.3% | |
| JPMorgan SmartRetirement 2035 | — | — | — | $27.2M | 6.0% | |
| Baird Aggregate Bond Institutional | — | — | — | $18.4M | 4.1% | |
| JPMorgan Equity Income R6 | — | — | — | $18.2M | 4.0% | |
| JPMorgan SmartRetirement 2050 | — | — | — | $18.2M | 4.0% | |
| JPMorgan SmartRetirement 2030 | — | — | — | $17.3M | 3.8% | |
| Fidelity Mid Cap Index | — | — | — | $16.4M | 3.6% | |
| BlackRock iShares MSCI EAFE International Index | — | — | — | $14.3M | 3.2% | |
| JPMorgan SmartRetirement 2025 | — | — | — | $10.9M | 2.4% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $10.1M | 2.2% | |
| JPMorgan SmartRetirement 2055 | — | — | — | $9.9M | 2.2% | |
| T. Rowe Price T. Rowe Price US Small Growth Equity I | — | — | — | $8.3M | 1.8% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $6.9M | 1.5% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $5.5M | 1.2% | |
| JPMorgan SmartRetirement 2060 | — | — | — | $5.3M | 1.2% | |
| JPMorgan SmartRetirement 2020 | — | — | — | $4.9M | 1.1% | |
| Victory Funds Victory Sycamore Small Company Opportunity R6 | — | — | — | $4.7M | 1.0% | |
| iShares US Aggregate Bond Index Institutional | — | — | — | $4.1M | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $2.9M | 0.6% | |
| JPMorgan SmartRetirement Income | — | — | — | $2.7M | 0.6% | |
| Various Self-directed brokerage account investments | — | — | — | $1.8M | 0.4% | |
| Fidelity Government Money Market K6 | — | — | — | $320K | <0.1% | |
| Fidelity Government Money Market | — | — | — | $3K | <0.1% |