Back to filter
Original filing (PDF)20251003152041NAL0002526656001
LAFAYETTE 148, INC.
Form 5500
FILING_RECEIVED
LAFAYETTE 148 INC. 401(K) PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
391
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAFAYETTE 148, INC..
Plan sponsor
Name
LAFAYETTE 148, INC.
EIN
22-3448675
Address
141 FLUSHING AVE · BUILDING 77, FLOOR 14 · BROOKLYN, NY · 11205
Phone
(212) 965-9606
Industry
Wholesale Tradesee 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
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEI WEI & CO., LLP
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 | -$64K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
30 direct securities· $43.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR | — | — | — | $7.5M | 16.4% | |
| Fidelity SPTN US BOND IDX ADV /FID US BOND IDX PR | — | — | — | $7.3M | 16.0% | |
| Fidelity FID CONTRAFUND | — | — | — | $4.0M | 8.7% | |
| Guggenheim GUGHM TOT RTN BD R6 | — | — | — | $2.2M | 4.7% | |
| Fidelity FID FREEDOM 2030K | — | — | — | $2.0M | 4.5% | |
| Fidelity FID RETIRE MMKT/FID GOVT MMKT | — | — | — | $1.8M | 3.9% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $1.6M | 3.6% | |
| Fidelity FID FREEDOM 2025K | — | — | — | $1.6M | 3.5% | |
| Fidelity FID FREEDOM 2055K | — | — | — | $1.5M | 3.4% | |
| Fidelity FID FREEDOM 2040K | — | — | — | $1.4M | 3.2% | |
| Fidelity FID FREEDOM 2045K | — | — | — | $1.3M | 2.8% | |
| Fidelity FID DIVERSIFD INTL | — | — | — | $1.2M | 2.7% | |
| Fidelity FID FREEDOM 2020K | — | — | — | $1.2M | 2.7% | |
| Fidelity FID FREEDOM 2050K | — | — | — | $1.1M | 2.4% | |
| Fidelity FID STRATEGIC INCOME | — | — | — | $1.1M | 2.4% | |
| Columbia COL DIVIDEND INC I | — | — | — | $1.1M | 2.3% | |
| Fidelity FID BALANCED | — | — | — | $981K | 2.1% | |
| Fidelity FID GLB EX US IDX | — | — | — | $888K | 1.9% | |
| Victory Sycamore VICTORY S ESTB VAL Y | — | — | — | $835K | 1.8% | |
| Fidelity FID FREEDOM 2060K | — | — | — | $807K | 1.8% | |
| Fidelity FID FREEDOM 2015K | — | — | — | $625K | 1.4% | |
| Janus Henderson J H ENTERPRISE T | — | — | — | $495K | 1.1% | |
| Participants Notes receivable from participants – with interest rates at Receivable 4.25% to 9.5% | — | — | — | $303K | 0.7% | |
| Fidelity FID SMALL CAP VALUE | — | — | — | $278K | 0.6% | |
| Wells Fargo AS GOVT SECS ADM | — | — | — | $168K | 0.4% | |
| Fidelity FID FREEDOM 2065K | — | — | — | $88K | 0.2% | |
| Fidelity FID STRATEGIC INCOME | — | — | — | $87K | 0.2% | |
| Nationwide NWD GNV SM CAPGR R6 | — | — | — | $42K | <0.1% | |
| Fidelity FID FREEDOM 2010K | — | — | — | $41K | <0.1% | |
| BlackRock BR STRAT GLB BD K | — | — | — | $9K | <0.1% |
Related plans
Other plans using MORGAN STANLEY SMITH BARNEY LLC
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
TRUSTEES OF OHIO CARPENTERS' PENSION PLAN
OHIO CARPENTERS' PENSION PLAN
$2.1B · 12,519 participants
BOARD OF TRUSTEES SEAFARERS PENSION PLAN
SEAFARERS PENSION PLAN
$2.1B · 7,295 participants
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO
$1.8B · 5,885 participants
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND
HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND
$1.8B · 7,670 participants
COVINGTON & BURLING LLP
COVINGTON & BURLING RETIREMENT SAVINGS PLAN
$1.7B · 2,086 participants
Similar-size Wholesale Trade plans
FERRAGAMO USA INC.
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF FERRAGAMO USA INC.
$46.3M · 442 participants
FABRICUT, INC.
FABRICUT, INC. 401(K) RETIREMENT PLAN
$44.8M · 366 participants
S & S ACTIVEWEAR, LLC
S & S ACTIVEWEAR, LLC 401(K) RETIREMENT SAVINGS PLAN
$44.0M · 2,247 participants
CONSOLIDATED CHILDRENS APPAREL, INC.
ADJMI APPAREL GROUP RETIREMENT PROGRAM
$43.6M · 211 participants
5.11, INC.
5.11, INC. 401(K) PROFIT SHARING PLAN
$48.5M · 1,003 participants
BDA, LLC
BDA 401K PLAN
$48.7M · 713 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B