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Original filing (PDF)20250916085928NAL0001806641001
SIMS-LOHMAN, INC.
Form 5500
FILING_RECEIVED
SIMS-LOHMAN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
694
Accounts w/ balance
762
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMS-LOHMAN, INC..
Plan sponsor
Name
SIMS-LOHMAN, INC.
EIN
31-0856545
Address
6325 ESTE AVENUE · CINCINNATI, OH · 45232
Phone
(513) 508-8290
Industry
Constructionsee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $101K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | ADVISOR | $47K | — |
Investments
25 direct securities · 1 pooled fund· $25.8M(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.
Uncategorized
$25.2M
25 holdings
Common Collective Trust
$543K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 K6 Mutual Fund | — | — | — | $4.4M | 17.0% | |
| FA FREEDOM 2035 K6 Mutual Fund | — | — | — | $3.7M | 14.2% | |
| FA FREEDOM 2040 K6 Mutual Fund | — | — | — | $2.9M | 11.2% | |
| FA FREEDOM 2025 K6 Mutual Fund | — | — | — | $2.9M | 11.1% | |
| FA FREEDOM 2050 K6 Mutual Fund | — | — | — | $1.7M | 6.8% | |
| FA FREEDOM 2045 K6 Mutual Fund | — | — | — | $1.7M | 6.7% | |
| FID 500 INDEX Mutual Fund | — | — | — | $1.3M | 5.2% | |
| FA FREEDOM 2055 K6 Mutual Fund | — | — | — | $1.1M | 4.2% | |
| AB LG CAP GRTH I Mutual Fund | — | — | — | $836K | 3.2% | |
| FA FREEDOM 2060 K6 Mutual Fund | — | — | — | $769K | 3.0% | |
| Participant Loans (interest at 3.25% - 9.50% with various maturities through 2030) - $ | — | — | — | $745K | 2.9% | |
| JPM EQUITY INCOME R6 Mutual Fund | — | — | — | $652K | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $543K | 2.1% | |
| FA TOTAL BOND Z Mutual Fund | — | — | — | $454K | 1.8% | |
| FA FREEDOM 2065 K6 Mutual Fund | — | — | — | $339K | 1.3% | |
| MFS INTL DIVRSN R6 Mutual Fund | — | — | — | $293K | 1.1% | |
| FA FREEDOM 2020 K6 Mutual Fund | — | — | — | $284K | 1.1% | |
| VICTORY S SMCO OP R6 Mutual Fund | — | — | — | $272K | 1.1% | |
| INVS DISC MDCP GR R6 Mutual Fund | — | — | — | $246K | 1.0% | |
| AS SPL MID CP VAL R6 Mutual Fund | — | — | — | $233K | 0.9% | |
| LD ABT DEV GRTH R6 Mutual Fund | — | — | — | $218K | 0.8% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $77K | 0.3% | |
| PIM REAL RETURN INST Mutual Fund | — | — | — | $51K | 0.2% | |
| COL STRAT INCOME I3 Mutual Fund | — | — | — | $48K | 0.2% | |
| FA FREEDOM INCOME K6 Mutual Fund | — | — | — | $33K | 0.1% | |
| FA FREEDOM 2010 K6 Mutual Fund | — | — | — | $19K | <0.1% |
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