How big is Lemieux Group LP's plan?

Lemieux Group LP's plan reported $22.4M in assets and 385 participants for 2024.

Original filing (PDF)20251009105559NAL0003510243001

Lemieux Group LP

Name: Lemieux Group LP — Lemieux Group LP 401(k) Profit, Form 5500 (2024)
Creator: Lemieux Group LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lemieux Group LP 401(k) Profit Sharing Plan

401(k) retirement plan · Lemieux Group LP's Lemieux Group LP 401(k) Profit Sharing Plan held $22.4M in plan assets for 385 participants in 2024, with Newport Group as recordkeeper.

Active participants

385

Accounts w/ balance

235

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

People on this filing

Michael Dillon signed Lemieux Group LP's 2024 Form 5500 as plan administrator.

Michael Dillon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lemieux Group LP's EIN is 25-1863319.

EIN 25-1863319

Plan number 002

Plan year 2024

ACK ID 20251009105559NAL0003510243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lemieux Group LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lemieux Group LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

LEMIEUX GROUP LP

EIN

all filings

Address

1001 FIFTH AVENUE · PITTSBURGH, PA · 15219

Phone

(412) 255-1910

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC ASSET MANAGEMENT	22-1146430	—	ADVISOR	$29K	—

Trustee

Investments

35 direct securities · 1 pooled fund· $22.4M(100% 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.

Mutual Funds

$10.2M

22 holdings

Other securities

$7.5M

10 holdings

Common Collective Trusts

$2.7M

2 holdings

Common Collective Trust

$1.8M

1 holding

Participant loans

$125K

1 holding

					% of plan
MFS Total Return R6 Mutual Fund	Mutual Funds	—	—	$2.8M	12.5%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$2.7M	12.2%
T. Rowe Price Growth Stock I Mutual Fund	Other securities	—	—	$2.2M	9.8%
T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$1.8M	7.9%
American Funds Trgt Date Ret 2050 R6 Mutual Fund	Mutual Funds	—	—	$1.6M	7.2%
JPMorgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$1.5M	6.7%
American Funds Trgt Date Ret 2040 R6 Mutual Fund	Mutual Funds	—	—	$1.4M	6.1%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$997K	4.5%
American Funds Trgt Date Ret 2030 R6 Mutual Fund	Mutual Funds	—	—	$812K	3.6%
(CL) American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$659K	2.9%
Allspring Core Bond R6 Mutual Fund	Other securities	—	—	$647K	2.9%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$546K	2.4%
American Century Small Cap Gr R6 Mutual Fund	Other securities	—	—	$519K	2.3%
American Funds Trgt Date Ret 2055 R6 Mutual Fund	Mutual Funds	—	—	$509K	2.3%
American Funds Trgt Date Ret 2025 R6 Mutual Fund	Mutual Funds	—	—	$497K	2.2%
(CL)JPMorgan Emerging Markets Equity R6 Mutual Fund	Other securities	—	—	$448K	2.0%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$416K	1.9%
American Funds Trgt Date Ret 2060 R6 Mutual Fund	Mutual Funds	—	—	$408K	1.8%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$393K	1.8%
American Funds Trgt Date Ret 2045 R6 Mutual Fund	Mutual Funds	—	—	$328K	1.5%
American Funds Trgt Date Ret 2035 R6 Mutual Fund	Mutual Funds	—	—	$203K	0.9%
Vanguard Total Intl Stock Index Adm Mutual Fund	Mutual Funds	—	—	$183K	0.8%
American Funds Trgt Date Ret 2065 R6 Mutual Fund	Mutual Funds	—	—	$148K	0.7%
American Funds Trgt Date Ret 2020 R6 Mutual Fund	Mutual Funds	—	—	$138K	0.6%
Notes receivable from participants Participant Loans***	Participant loans	—	—	$125K	0.6%
PGIM High Yield R6 Mutual Fund	Other securities	—	—	$121K	0.5%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$105K	0.5%
American Funds Trgt Date Ret 2010 R6 Mutual Fund	Mutual Funds	—	—	$73K	0.3%
Vanguard Small-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$53K	0.2%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
American Funds Trgt Date Ret 2070 R6 Mutual Fund ** 370 PIMCO Commodity Real Ret Strat Instl Mutual Fund	Mutual Funds	—	—	$15K	<0.1%
Vanguard Short-Term Invest Grade Adm Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
PGI US Real Estate Securities CIT Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard International Value Inv Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard Inflation-Protected Sec Adm Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
AB Global Bond Z Mutual Fund	Other securities	—	—	$4K	<0.1%