Back to filter
Original filing (PDF)20251006135531NAL0001905155001
LANCASTER ARCHERY SUPPLY, INC.
Form 5500
FILING_RECEIVED
LANCASTER ARCHERY SUPPLY 401(K) PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
161
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANCASTER ARCHERY SUPPLY, INC..
Plan sponsor
Name
LANCASTER ARCHERY SUPPLY, INC.
EIN
23-2556771
Address
21 GRAYBILL ROAD · LEOLA, PA · 17540
Phone
(717) 656-7229
Industry
Retail 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
2025-10-06
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | — | HARRISBURG, PA | CONTRACT ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $841 | — |
Investments
29 direct securities · 1 pooled fund· $9.8M(99% 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
$9.4M
29 holdings
Common Collective Trust
$323K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $1.6M | 16.3% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $1.5M | 15.5% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 10.7% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $1.0M | 10.5% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $978K | 9.9% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $806K | 8.1% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $760K | 7.7% | |
| iShares S&P 500 Index | — | — | — | $447K | 4.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $323K | 3.3% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $246K | 2.5% | |
| Participant Loans 4.50% to 10.50% | — | — | — | $133K | 1.3% | |
| JPMorgan Mid Cap Growth | — | — | — | $115K | 1.2% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $108K | 1.1% | |
| American Funds American Funds Growth Fund of America | — | — | — | $107K | 1.1% | |
| The Vanguard Group Vanguard Small Cap Index Admiral | — | — | — | $98K | 1.0% | |
| American Funds American Funds Moderate Growth/Income Portfolio | — | — | — | $98K | 1.0% | |
| The Vanguard Group Vanguard Mid Cap Index Fund Admiral | — | — | — | $90K | 0.9% | |
| American Funds American Funds New Perspective | — | — | — | $55K | 0.6% | |
| American Funds American Funds Washington Mutual | — | — | — | $23K | 0.2% | |
| The Vanguard Group Vanguard Target Retirement Income | — | — | — | $23K | 0.2% | |
| The Vanguard Group Vanguard Developed Markets Index Admiral | — | — | — | $19K | 0.2% | |
| The Vanguard Group Vanguard Total Bond Market Index Admiral | — | — | — | $17K | 0.2% | |
| Registered Investment Companies Allspring Global Investments Allspring Precious Metals | — | — | — | $13K | 0.1% | |
| PGIM Total Return Bond | — | — | — | $8K | <0.1% | |
| American Century Investments American Century Mid Cap Value | — | — | — | $6K | <0.1% | |
| American Funds American Funds Fundamental Investors | — | — | — | $5K | <0.1% | |
| The Vanguard Group Vanguard Real Estate Index Admiral | — | — | — | $5K | <0.1% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $5K | <0.1% | |
| Janus Henderson Janus Henderson Triton | — | — | — | $5K | <0.1% | |
| Victory Integrity Small Cap Value | — | — | — | $2K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Retail Trade plans
EVOLUCION INNOVATIONS, INC.
EVOLUCION INNOVATIONS, INC. RETIREMENT TRUST
$10.0M · 374 participants
PRO ATHLETE, INC.
PRO ATHLETE, INC. 401(K) SAVINGS PLAN
$9.8M · 67 participants
HANSEN SURFBOARDS, INC.
HANSEN SURFBOARDS, INC. SAVINGS PLAN
$10.2M · 37 participants
TURNERS OUTDOORS INC.
TURNERS OUTDOORS INC. 401K PLAN
$9.4M · 736 participants
FLEET FEET, INCORPORATED
FLEET FEET, INC. 401(K) PLAN
$10.6M · 1,167 participants
GOLF STIX DBA 2ND SWING GOLF
2ND SWING GOLF 401K PLAN
$10.7M · 264 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B