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Original filing (PDF)20251015094231NAL0004209665001
LIPPES MATHIAS LLP
Form 5500
FILING_RECEIVED
LIPPES MATHIAS LLP 401(K) PLAN
401(k) retirement plan
Active participants
366
Accounts w/ balance
432
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIPPES MATHIAS LLP.
Plan sponsor
Name
LIPPES MATHIAS LLP
EIN
16-1021918
Address
50 FOUNTAIN PLAZA · BUFFALO, NY · 14202
Phone
(716) 853-5100
Industry
Law Offices· 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Investments
22 direct securities · 19 pooled funds· $50.6M(99% 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.
Common Collective Trust
$30.3M
19 holdings
Registered Investment Companies
$20.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $9.8M | 19.2% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $6.0M | 11.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.4M | 8.7% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.3M | 8.5% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.7M | 7.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.0M | 5.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2.3M | 4.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $852K | 1.7% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $806K | 1.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $739K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $714K | 1.4% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $679K | 1.3% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $674K | 1.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $623K | 1.2% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $620K | 1.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $592K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $463K | 0.9% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $429K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $401K | 0.8% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $390K | 0.8% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $367K | 0.7% | |
| SMALL CAP GROWTH FUND II R1 | Registered Investment Companies | — | — | $270K | 0.5% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $222K | 0.4% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $208K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $175K | 0.3% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $171K | 0.3% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $169K | 0.3% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $110K | 0.2% | |
| BALANCED SUSTAINABLE R1 WILMINGTON TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $98K | 0.2% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $61K | 0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $53K | 0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $500 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $9 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
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