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Original filing (PDF)20250904095334NAL0009963443001
LESTER BUILDING SYSTEMS LLC.
Form 5500
FILING_RECEIVED
LESTER RETIREMENT BUILDER SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
201
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LESTER BUILDING SYSTEMS LLC..
Plan sponsor
Name
LESTER BUILDING SYSTEMS LLC.
EIN
20-1262938
Address
1111 SECOND AVE S · LESTER PRAIRIE, MN · 55354
Phone
(320) 395-5207
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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOULAY PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1397347 | — | INVESTMENT ADVISORY | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
Investments
27 direct securities · 10 pooled funds· $16.6M(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.
Registered Investment Companies
$10.9M
23 holdings
Common Collective Trust
$5.1M
10 holdings
Uncategorized
$629K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2025 I FD | Registered Investment Companies | — | — | $1.7M | 11.4% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.7M | 11.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.8% | |
| T. ROWE PRICE RTMT 2030 I FD | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| T. ROWE PRICE RTMT 2020 I FD | Registered Investment Companies | — | — | $1.3M | 8.8% | |
| Metropolitan Wt Tl Rtn Bd Plan | Registered Investment Companies | — | — | $936K | 6.2% | |
| T. ROWE PRICE RTMT 2040 I FD | Registered Investment Companies | — | — | $684K | 4.6% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $435K | 2.9% | |
| Franklin Small Cap Value R6 Fd | Registered Investment Companies | — | — | $427K | 2.8% | |
| T. ROWE PRICE RTMT 2005 I FD | Registered Investment Companies | — | — | $412K | 2.7% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $402K | 2.7% | |
| Cohen & Steers Realty Sh Fund | Registered Investment Companies | — | — | $395K | 2.6% | |
| JP Morgan Mid Cap Growth R6 Fd | Registered Investment Companies | — | — | $389K | 2.6% | |
| Carillon Eagle MidCaGwth R6 Fd | Registered Investment Companies | — | — | $381K | 2.5% | |
| T Rowe Price Sm Cap Stock Fund | Registered Investment Companies | — | — | $375K | 2.5% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Registered Investment Companies | — | — | $345K | 2.3% | |
| Prin/BR S&P 500 Index CIT TR | — | — | — | $332K | 2.2% | |
| T. Rowe Price Overseas Stk I | Registered Investment Companies | — | — | $326K | 2.2% | |
| T. ROWE PRICE RTMT 2010 I FD | Registered Investment Companies | — | — | $317K | 2.1% | |
| JP Morgan MidCpValue L Fund | Registered Investment Companies | — | — | $219K | 1.5% | |
| T. ROWE PRICE RTMT 2035 I FD | Registered Investment Companies | — | — | $207K | 1.4% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $202K | 1.3% | |
| NYLI Winslow Lg Cap Gr R6 | Registered Investment Companies | — | — | $202K | 1.3% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $200K | 1.3% | |
| T. ROWE PRICE RTMT 2050 I FD | Registered Investment Companies | — | — | $197K | 1.3% | |
| T. ROWE PRICE RTMT 2045 I FD | Registered Investment Companies | — | — | $193K | 1.3% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $160K | 1.1% | |
| T. ROWE PRICE RTMT 2060 I FD | Registered Investment Companies | — | — | $157K | 1.0% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $154K | 1.0% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $148K | 1.0% | |
| Galliard Stable Return PN | — | — | — | $137K | 0.9% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $118K | 0.8% | |
| T. ROWE PRICE RTMT 2055 I FD | Registered Investment Companies | — | — | $101K | 0.7% | |
| Prin/BR Lg Cap Value CIT TR | — | — | — | $92K | 0.6% | |
| Am Cent Inf Adj Bond R5 Fund | Registered Investment Companies | — | — | $84K | 0.6% | |
| Prin/BR Russ 2000 I CIT TR | — | — | — | $69K | 0.5% | |
| American Century SC Gr R6 Fd | Registered Investment Companies | — | — | $35K | 0.2% |
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