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Original filing (PDF)20251002122225NAL0001181810001
LONESTAR CONSTRUCTION
Form 5500
FILING_RECEIVED
LONESTAR CONSTRUCTION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~177 bps in Sched C feesNo recordkeeper disclosed
Active participants
363
Accounts w/ balance
422
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 177 bps in Schedule C fees — 240% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONESTAR CONSTRUCTION.
Plan sponsor
Name
LONESTAR CONSTRUCTION
EIN
32-0348204
Address
1367 S LEWIS STREET · ANAHEIM, CA · 92805
Phone
(909) 305-0600
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
2025-10-02
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
LYNN JANZEN, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENECO SYSTEMS, LLC | 41-2046279 | — | NONE | $112K | — |
| LYNN JANZEN, CPA | 85-1049843 | — | NONE | $8K | — |
Investments
1 direct security · 17 pooled funds· $6.8M(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.
Common Collective Trust
$6.1M
17 holdings
Uncategorized
$737K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+CONSERVATIVE 2035 FD GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $1.6M | 23.9% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.2M | 17.1% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.2M | 17.0% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $823K | 12.1% | |
| Great Gray Trust Large Cap Growth II I2 $286 Loan Fund Loan Fund | — | — | — | $737K | 10.9% | |
| FLEXPATH INDEX+CONSERVATIVE 2055 FD GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $538K | 7.9% | |
| FLEXPATH INDEX+CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $347K | 5.1% | |
| FLEXPATH INDEX+CONSERVATIVE 2045 FD GREAT GRAY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $250K | 3.7% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $117K | 1.7% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIREME GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $30K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FD GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $2K | <0.1% | |
| LARGE CAP GROWTH FUND GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $286 | <0.1% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $279 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $108 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2065 FD GREAT GRAY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FD GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+CONSERVATIVE 2025 FD GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
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