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Original filing (PDF)20250630180423NAL0016840912003
LAMB-STAR ENGINEERING, LLC
Form 5500
FILING_RECEIVED
LAMB-STAR ENGINEERING LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
140
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAMB-STAR ENGINEERING, LLC.
Plan sponsor
Name
LAMB-STAR ENGINEERING, LLC
EIN
20-3799667
Address
3801 PARKWOOD BOULEVARD, SUITE 550 · FRISCO, TX · 75034
Phone
(214) 440-3600
Industry
Engineering Services· 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
2025-06-30
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 02-0580939 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
40 direct securities · 2 pooled funds· $16.0M(94% 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
$15.9M
40 holdings
Pooled Separate Account
$113K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $3.7M | 21.8% | |
| American Funds 2040 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $2.5M | 14.5% | |
| American Funds 2050 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $1.4M | 8.4% | |
| American Funds 2055 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $1.2M | 7.2% | |
| American Funds 2045 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $1.1M | 6.5% | |
| American Funds 2030 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $988K | 5.8% | |
| American Funds 2070 Target Date Rtm R6 Fund Mutual Fund ** 91 Shwab S&P 500 Index Fund Mutual Fund | — | — | — | $483K | 2.8% | |
| American Funds 2065 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $446K | 2.6% | |
| Nuveen Large Cap Gr Index R6 Mutual Fund | — | — | — | $387K | 2.3% | |
| Vanguard Value Index Adm Fund Mutual Fund | — | — | — | $368K | 2.2% | |
| MFS Intl Intrinsic Value R6 Fund Mutual Fund | — | — | — | $365K | 2.1% | |
| American Funds 2060 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $363K | 2.1% | |
| American Funds 2025 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $337K | 2.0% | |
| T. Rowe Price All-Caps Opps Fund Mutual Fund | — | — | — | $269K | 1.6% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | — | — | — | $264K | 1.5% | |
| Vanguard Strat Equity Inv Fund Mutual Fund | — | — | — | $229K | 1.3% | |
| Columbia Global Tech Growth I3 Mutual Fund | — | — | — | $224K | 1.3% | |
| Allspring Spec M Cap Value R6 Mutual Fund | — | — | — | $208K | 1.2% | |
| Carillon Eagle MidCap Growth R6 Fund Mutual Fund | — | — | — | $122K | 0.7% | |
| Franklin DynaTech R6 Fund Mutual Fund | — | — | — | $107K | 0.6% | |
| Vanguard Energy Index Admiral Fund Mutual Fund | — | — | — | $106K | 0.6% | |
| T. Rowe Price Health Sci I Fund Mutual Fund | — | — | — | $88K | 0.5% | |
| Dimensional Fund Advisors US Target Value I Fund Mutual Fund | — | — | — | $84K | 0.5% | |
| Dimensional Fund Advisors US Micro Cap I Fund Mutual Fund | — | — | — | $70K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $68K | 0.4% | |
| Fidelity Advisor Small Cap Growth Z Fund Mutual Fund | — | — | — | $62K | 0.4% | |
| MFS Value R6 Fund Mutual Fund | — | — | — | $60K | 0.3% | |
| Vanguard MidCap Value Index Adm Fund Mutual Fund | — | — | — | $59K | 0.3% | |
| Cohen & Steers Real Estate Sec Z Fund Mutual Fund | — | — | — | $53K | 0.3% | |
| DFA Inflation Protected Sec I Fund Mutual Fund | — | — | — | $48K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $46K | 0.3% | |
| Vanguard Small Cap Value Index Adm Fund Mutual Fund | — | — | — | $36K | 0.2% | |
| Lord Abbett High Yield R6 Fund Mutual Fund | — | — | — | $36K | 0.2% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $32K | 0.2% | |
| Hartford MidCap R6 Fund Mutual Fund | — | — | — | $29K | 0.2% | |
| JanusHenderson Triton N Mutual Fund | — | — | — | $17K | <0.1% | |
| American Funds 2020 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $17K | <0.1% | |
| Macquarie Systematic Emerging Mutual Fund | — | — | — | $14K | <0.1% | |
| American Funds Amer Bal R6 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Diamon Hill Large Cap I Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Harbor Mid Cap Value Retire Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds 2010 Target Date Rtm R6 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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