Original filing (PDF)20250930094420NAL0016303379001

LCOR INCORPORATED

Name: LCOR INCORPORATED — LCOR INCORPORATED SAVINGS PLAN, Form 5500 (2024)
Creator: LCOR INCORPORATED

Form 5500

FILING_RECEIVED

LCOR INCORPORATED SAVINGS PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

228

Accounts w/ balance

243

Plan assets (EOY)

$42.4M

Net assets (EOY)

$42.4M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

Below-peer total fees (7 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LCOR INCORPORATED.

Plan sponsor

Name

LCOR INCORPORATED

EIN

23-2675778

Address

1325 MORRIS DRIVE · SUITE 100 · CHESTERBROOK, PA · 19087

Phone

(610) 251-9100

Industry

Real Estatesee all

Plan administrator

Name

LCOR INCORPORATED SAVINGS PLAN ADMINISTRATIVE COMMITTEE

EIN

23-2675778

City

CHESTERBROOK, PA

Phone

(610) 251-9100

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

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)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

41 direct securities· $42.4M(100% of reported assets)

Uncategorized

$37.0M

40 holdings

Mutual Funds

$5.4M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
s * Fidelity Freedom 2030 Fund N/R	Mutual Funds	—	—	$5.4M	12.7%
Fidelity 500 Index Fund N/R	—	—	—	$4.9M	11.6%
AB Large Cap Growth Fund Z N/R	—	—	—	$4.3M	10.2%
Fidelity Freedom 2015 Fund N/R	—	—	—	$2.6M	6.0%
Fidelity Freedom 2025 Fund N/R	—	—	—	$2.4M	5.6%
Fidelity Freedom 2020 Fund N/R	—	—	—	$1.8M	4.2%
Fidelity Freedom 2035 Fund N/R	—	—	—	$1.7M	4.0%
Columbia Dividend Income Fund I3 N/R	—	—	—	$1.7M	3.9%
Fidelity Total Market Index Fund N/R	—	—	—	$1.6M	3.7%
Fidelity Freedom 2050 Fund N/R	—	—	—	$1.5M	3.6%
Fidelity Freedom 2040 Fund N/R	—	—	—	$1.3M	3.1%
Fidelity Freedom 2055 Fund N/R	—	—	—	$1.2M	2.9%
Fidelity Freedom 2045 Fund N/R	—	—	—	$1.1M	2.6%
Vanguard Target Return 2020 N/R	—	—	—	$1.0M	2.5%
Fidelity Total International Index Fund N/R	—	—	—	$985K	2.3%
Money Market Funds * Fidelity Money Market Fund N/R	—	—	—	$910K	2.1%
MFS Mid Cap Growth Fund Class R6 N/R	—	—	—	$705K	1.7%
Fidelity Mid Cap Index Fund N/R	—	—	—	$643K	1.5%
Vanguard Target Return 2035 N/R	—	—	—	$611K	1.4%
AS Core Plus Bond R6 N/R	—	—	—	$586K	1.4%
Vanguard Target Return 2050 N/R	—	—	—	$540K	1.3%
Causeway Intl Val IS N/R	—	—	—	$524K	1.2%
Fidelity Small Cap Index Fund N/R	—	—	—	$504K	1.2%
Fidelity Freedom 2060 Fund N/R	—	—	—	$504K	1.2%
Participant Loans Interest rates: 3.25%-8.50%; maturing	—	—	—	$440K	1.0%
Vanguard Small Cap Value Index Fund N/R	—	—	—	$413K	1.0%
Admiral Shares AB High Income Fund Z N/R	—	—	—	$329K	0.8%
Vanguard Target Return 2055 N/R	—	—	—	$302K	0.7%
American Century American Century Emerging Markets N/R	—	—	—	$298K	0.7%
Fidelity US Bond Index Fund N/R	—	—	—	$271K	0.6%
Vanguard Intermediate-Term N/R	—	—	—	$221K	0.5%
Investment-Grade Fund Admiral Shares Janus Henderson Triton Janus Henderson Triton Fund Class N N/R	—	—	—	$207K	0.5%
Vanguard Target Return 2060 N/R	—	—	—	$204K	0.5%
Fidelity Short-Term Bond Index Fund N/R	—	—	—	$169K	0.4%
Vanguard Target Return 2030 N/R	—	—	—	$157K	0.4%
Vanguard Target Return 2040 N/R	—	—	—	$125K	0.3%
Fidelity Freedom 2010 Fund N/R	—	—	—	$106K	0.3%
Fidelity Freedom 2065 Fund N/R	—	—	—	$66K	0.2%
Vanguard Target Return 2045 N/R	—	—	—	$55K	0.1%
AB Sustainable Global Thematic Adv N/R	—	—	—	$49K	0.1%
Fidelity Freedom Income Fund N/R	—	—	—	$6K	<0.1%