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Original filing (PDF)20251007080756NAL0007524448001
LONG IRON SERVICES, LLC
Form 5500
FILING_RECEIVED
HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,587
Accounts w/ balance
1,860
Plan assets (EOY)
$102.2M
Net assets (EOY)
$102.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 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
- 21 bps in Schedule C fees — 113% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONG IRON SERVICES, LLC.
Plan sponsor
Name
LONG IRON SERVICES, LLC
EIN
32-0572817
Address
2222 CAMDEN COURT · OAK BROOK, IL · 60523
Phone
(779) 379-1502
Industry
Transportation & Warehousingsee 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
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $144K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | — | OAKBROOK TERRACE, IL | INVESTMENT ADVISOR | $74K | — |
Investments
21 direct securities · 14 pooled funds· $100.1M(98% 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
$53.0M
14 holdings
Uncategorized
$47.1M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment contract—MassMutual Stable Value | — | — | — | $17.1M | 16.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $11.3M | 11.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Index | — | — | — | $10.5M | 10.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.3M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.2M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.8M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.3M | 6.2% | |
| Fidelity 500 Index | — | — | — | $5.5M | 5.4% | |
| Loomis Sayles Small Cap Growth N | — | — | — | $4.0M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.2% | |
| Vanguard Equity-Income ADM | — | — | — | $2.0M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| PIMCO Total Return Fund | — | — | — | $1.3M | 1.3% | |
| Fidelity Global EX US Index | — | — | — | $1.2M | 1.1% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $1.1M | 1.1% | |
| Fidelity Small Cap Index | — | — | — | $925K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $884K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $697K | 0.7% | |
| Fidelity US Bond Index | — | — | — | $599K | 0.6% | |
| Fidelity Mid Cap Index | — | — | — | $565K | 0.6% | |
| JPMorgan Mid Cap Value Fund | — | — | — | $547K | 0.5% | |
| Victory Capital Victory Sycamore Small Co Opp Fund | — | — | — | $479K | 0.5% | |
| Vanguard International Growth ADM | — | — | — | $449K | 0.4% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $412K | 0.4% | |
| The Hartford Strategic Income R6 | — | — | — | $307K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $305K | 0.3% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities I | — | — | — | $185K | 0.2% | |
| Fidelity Emerging Markets | — | — | — | $168K | 0.2% | |
| Dimensional Fund Advisors DFA Commodity Strategy Institutional | — | — | — | $161K | 0.2% | |
| Vanguard Federal Money Market Inv | — | — | — | $123K | 0.1% | |
| Vanguard International Value Fund | — | — | — | $26K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Victory Capital Victory Trivalent Intl Small Cap Fund | — | — | — | $10K | <0.1% |