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Original filing (PDF)20250922111929NAL0004645041001
LTC GLOBAL, INC.
Form 5500
FILING_RECEIVED
LTC GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
264
Accounts w/ balance
248
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
1 pooled trust
Schedule D
60 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LTC GLOBAL, INC..
Plan sponsor
Name
LTC GLOBAL, INC.
EIN
20-2388986
Address
6201 PRESIDENTIAL COURT · FORT MYERS, FL · 33919
Phone
(800) 362-8837
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
Investments
55 direct securities · 1 pooled fund· $41.5M(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
$39.8M
55 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Fd Cl K Registered Investment Company | — | — | $4.6M | $6.8M | 22.7% | |
| Western Asset Core Plus A GM Registered Investment Company | — | — | — | $1.8M | 5.8% | |
| PUTNAM STABLE VALUE FUND CLASS 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 5.8% | |
| AB High Income Fund A GM Registered Investment Company | — | — | — | $1.7M | 5.7% | |
| ACCRUED INCOME ACCRUED INCOME 103 PUTNAM STABLE VALUE FUND 50 COMMON / COLLECTIVE TRUSTS | — | — | $1.6M | $1.6M | 5.2% | |
| AB Large Cap Growth Fund A Registered Investment Company | — | — | — | $1.3M | 4.3% | |
| Oppenheimer Intl Grw F A GM Registered Investment Company | — | — | — | $1.3M | 4.2% | |
| INVESCO OPPNHMR INTL GRTH A GM MUTUAL FUNDS | — | — | $1.5M | $1.3M | 4.2% | |
| Primecap Odyssey Growth Fund GM Registered Investment Company | — | — | $1.4M | $1.3M | 4.2% | |
| Lazard Intl Strtg cl open GM Registered Investment Company | — | — | — | $1.2M | 3.9% | |
| AB Large Cap Growth FD GM Registered Investment Company | — | — | — | $1.1M | 3.7% | |
| Columbia Select Lgge Cap A GM Registered Investment Company | — | — | — | $1.1M | 3.7% | |
| Victory Sycamore Est Val FD GM Registered Investment Company | — | — | — | $734K | 2.4% | |
| Primecap Odyssey Growth Fund Registered Investment Company | — | — | — | $700K | 2.3% | |
| EATON VANCE ATLANTA CPTLSMD GM MUTUAL FUNDS | — | — | $638K | $700K | 2.3% | |
| Eaton Vance Atlanta Capital SMD GM Registered Investment Company | — | — | — | $636K | 2.1% | |
| JANUS HENDERSON ENTERPRISE GM MUTUAL FUNDS | — | — | $614K | $636K | 2.1% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | — | — | $537K | $631K | 2.1% | |
| Lord Abbett Srt Duration GM Registered Investment Company | — | — | — | $631K | 2.1% | |
| Janus Henderson Enterprise GM Registered Investment Company | — | — | — | $628K | 2.1% | |
| PRIMECAP ODYSSEY GROWTH FUND MUTUAL FUNDS | — | — | $711K | $628K | 2.1% | |
| Delaware Ivy Systematic EMRG Y Registered Investment Company | — | — | — | $619K | 2.1% | |
| LORD ABBETT SRT DURATION GM MUTUAL FUNDS | — | — | $639K | $619K | 2.1% | |
| MACQUARIE SYSTEMATIC EMR MKT Y MUTUAL FUNDS | — | — | $666K | $619K | 2.1% | |
| Ishares Russell Mid-Cap IDX K Registered Investment Company | — | — | — | $587K | 2.0% | |
| VIRTUS KAR SMALL-CAP GRTH I GM MUTUAL FUNDS | — | — | $638K | $587K | 2.0% | |
| LORD ABBETT SHT DURATION INCOM MUTUAL FUNDS | — | — | $585K | $571K | 1.9% | |
| Western Asset Core Plus CL A Registered Investment Company | — | — | — | $571K | 1.9% | |
| WESTERN ASSET CORE PLUS CL A MUTUAL FUNDS | — | — | $639K | $517K | 1.7% | |
| Lord Abbett Sht Duration Income Registered Investment Company | — | — | — | $517K | 1.7% | |
| Ishares MSCI EAFE International IDX K Registered Investment Company | — | — | — | $478K | 1.6% | |
| ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS | — | — | $423K | $418K | 1.4% | |
| Victory Sycamore Est Val FD A Registered Investment Company | — | — | — | $418K | 1.4% | |
| VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS | — | — | $402K | $417K | 1.4% | |
| Ishare U.S. Aggregate Bnd K Registered Investment Company | — | — | — | $417K | 1.4% | |
| maturing through April 2031 0 | — | — | — | $392K | 1.3% | |
| LOAN FUND LOANS | — | — | $392K | $392K | 1.3% | |
| AB HIGH INCOME FUND CL Z MUTUAL FUNDS | — | — | $359K | $384K | 1.3% | |
| Virtus Kar Small-Cap Grth Fd I Registered Investment Company | — | — | — | $384K | 1.3% | |
| COLUMBIA SMALL CAP INDEX FD A MUTUAL FUNDS | — | — | $401K | $374K | 1.2% | |
| Oppenheimer Intl Growth F CL A Registered Investment Company | — | — | — | $374K | 1.2% | |
| COLUMBIAN CONTRARIAN CORE CL A MUTUAL FUNDS | — | — | $304K | $362K | 1.2% | |
| AB High Income Fund A Registered Investment Company | — | — | — | $362K | 1.2% | |
| VIRTUS KAR SMALL-CAP GRTH FD I MUTUAL FUNDS | — | — | $389K | $335K | 1.1% | |
| INVESCO OPPNHMR INTL GROWTH A MUTUAL FUNDS | — | — | $412K | $333K | 1.1% | |
| Janus Henderson Enterprise A Registered Investment Company | — | — | — | $333K | 1.1% | |
| Columbian Corntrabrian Core CL A Registered Investment Company | — | — | — | $320K | 1.1% | |
| JANUS HENDERSON ENTERPRISE A MUTUAL FUNDS | — | — | $312K | $320K | 1.1% | |
| EATON VANCE ATLANTA CPTL SMD MUTUAL FUNDS | — | — | $206K | $225K | 0.7% | |
| Nuveen Real Estate Sec CL A Registered Investment Company | — | — | — | $225K | 0.7% | |
| Putman Stable Value Fund GM Collective Trust | — | — | — | $190K | 0.6% | |
| Eaton Vance Atlanta Capital SMD Registered Investment Company | — | — | — | $182K | 0.6% | |
| COLUMBIA SELECT LGE CAP CL A MUTUAL FUNDS | — | — | $230K | $182K | 0.6% | |
| NUVEEN REAL ESTATE SEC CL A MUTUAL FUNDS | — | — | $212K | $179K | 0.6% | |
| Columbia Select Lge Cap Cl A Registered Investment Company | — | — | — | $179K | 0.6% | |
| Lazard Intl Strtg cl open Registered Investment Company | — | — | — | $133K | 0.4% |
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