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Original filing (PDF)20231026065008NAL0004714435001
US LBM HOLDINGS, LLC
Form 5500
FILING_RECEIVED
US LBM HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
12,893
Accounts w/ balance
15,008
Plan assets (EOY)
$440.2M
Net assets (EOY)
$440.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 144% above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US LBM HOLDINGS, LLC.
Plan sponsor
Name
US LBM HOLDINGS, LLC
EIN
27-0923448
Address
2150 E LAKE COOK RD STE 1010 · BUFFALO GROVE, IL · 60089
Phone
(920) 499-1287
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-26
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $982K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS | 61-1732930 | — | INVESTMENT ADVISORY-PLAN | $81K | — |
| DAVIDSON CAPITAL MANAGEMENT INC | 75-2301796 | — | INVESTMENT ADVISORY PLAN | $1K | — |
| ADMINISTRATIVE FIDUCIARY SERVICES I | 46-2919997 | — | INVESTMENT ADVISORY PLAN | $141 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADKF | 74-2605669 | — | AUDIT | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.