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Original filing (PDF)20251001122044NAL0020970578001
LONDON COMPUTER SYSTEMS, INC.
Form 5500
FILING_RECEIVED
LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
424
Accounts w/ balance
488
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONDON COMPUTER SYSTEMS, INC..
Plan sponsor
Name
LONDON COMPUTER SYSTEMS, INC.
EIN
31-1225519
Address
9140 WATERSTONE BLVD · CINCINNATI, OH · 45249
Phone
(513) 707-5954
Industry
Professional & Technical Servicessee 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
2025-10-01
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
2K · 401(m) arrangement
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $55K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK SECURITIES, INC. | 34-1724087 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
33 direct securities · 1 pooled fund· $33.6M(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.
Registered Investment Companies
$33.0M
33 holdings
Common Collective Trust
$559K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.9M | 14.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.9M | 11.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.4M | 10.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.1M | 9.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.0M | 8.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 7.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.3M | 3.9% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $949K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $764K | 2.3% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $755K | 2.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $724K | 2.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $662K | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $632K | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $600K | 1.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $568K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $559K | 1.6% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $467K | 1.4% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $466K | 1.4% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $450K | 1.3% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $387K | 1.1% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $351K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $326K | 1.0% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $202K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $195K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $195K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $170K | 0.5% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $157K | 0.5% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $138K | 0.4% | |
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $83K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $61K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $23K | <0.1% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $19K | <0.1% | |
| PUT DYNAMIC ASSET ALLOC CON R6 | Registered Investment Companies | — | — | $10K | <0.1% |