Back to filter
Original filing (PDF)20251124150703NAL0000967459001
LHP, INC
Form 5500
FILING_RECEIVED
LHP, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
457
Accounts w/ balance
704
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
34 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
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LHP, INC.
Plan sponsor
Name
LHP, INC
EIN
20-4225139
Address
1888 POSHARD DR · COLUMBUS, IN · 47203
Phone
(812) 373-0870
Industry
Custom Computer Programming· 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
2025-11-24
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BLUE & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| USI ADVISORS, INC | 06-1397347 | — | CONSULTANT | $5K | — |
Investments
34 direct securities· $26.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.4M | 12.8% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $2.6M | 9.8% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $2.3M | 8.7% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $2.1M | 7.9% | |
| Fidelity Select Technology Portfolio Mutual Fund | — | — | — | $1.8M | 7.0% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $1.6M | 6.2% | |
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $1.6M | 6.2% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $1.3M | 4.9% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $1.1M | 4.0% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $785K | 3.0% | |
| Columbia Dividend Income Fund Class A Mutual Fund | — | — | — | $616K | 2.3% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $609K | 2.3% | |
| Brokerage link account Common stocks, mutual funds and cash | — | — | — | $581K | 2.2% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $560K | 2.1% | |
| Fidelity Select Health Care Fund Stock Price Mutual Fund | — | — | — | $486K | 1.8% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $463K | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $445K | 1.7% | |
| Fidelity Capital & Income Fund Mutual Fund | — | — | — | $409K | 1.6% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $381K | 1.4% | |
| Victory Sycamore Established Value A Mutual Fund | — | — | — | $367K | 1.4% | |
| Fidelity International Discovery Fund Mutual Fund | — | — | — | $350K | 1.3% | |
| Goldman Sachs Mid Cap Value Fund Mutual Fund | — | — | — | $315K | 1.2% | |
| Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $280K | 1.1% | |
| Fidelity Government Income Fund Mutual Fund | — | — | — | $272K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $262K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $244K | 0.9% | |
| Columbia Emerging Markets Fund Mutual Fund | — | — | — | $203K | 0.8% | |
| PGIM Jennison Mid Cap Growth Fund Mutual Fund | — | — | — | $183K | 0.7% | |
| Macquarie Small Cap Fund Value A Mutual Fund | — | — | — | $157K | 0.6% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $115K | 0.4% | |
| Fidelity Small Cap Discovery Fund Mutual Fund | — | — | — | $52K | 0.2% | |
| Fidelity Freedom 2010 Fund Mutual Fund | — | — | — | $32K | 0.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Income Fund Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Custom Computer Programming plans
ANAVATION LLC
ANAVATION LLC 401(K) PLAN AND PROFIT SHARING
$26.3M · 209 participants
EXTERRO, INC.
EXTERRO, INC. 401(K) PLAN
$26.1M · 230 participants
RBA, INC.
RBA 401(K) PLAN
$26.7M · 150 participants
WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION
WHITEBOARD FEDERAL TECHNOLOGIES CORP 401(K) PLAN
$26.0M · 87 participants
CLOUDBEES INC.
CLOUDBEES 401(K) PLAN
$26.7M · 221 participants
QUANTUM METRIC INC
QUANTUM METRIC 401(K) PLAN
$26.7M · 346 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants