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Original filing (PDF)20251105130949NAL0008319553001
SNYDER LANGSTON HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SNYDER LANGSTON RETIREMENT AND DEFERRED SAVINGS PLAN
401(k) retirement plan
Active participants
152
Accounts w/ balance
220
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
41 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 SNYDER LANGSTON HOLDINGS, LLC.
Plan sponsor
Name
SNYDER LANGSTON HOLDINGS, LLC
EIN
33-0205821
Address
17962 COWAN · IRVINE, CA · 92614
Phone
(949) 863-9200
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
2025-11-05
Pension benefit codes
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)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LUCAS,HORSFALL,MURPHY & PINDROH,LLP
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 | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $46K | — |
Investments
41 direct securities· $32.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG LIFEST GROWTH Mutual fund | — | — | — | $3.2M | 9.8% | |
| VANG LIFEST MOD GRTH Mutual fund | — | — | — | $2.4M | 7.4% | |
| FID 500 INDEX Mutual fund | — | — | — | $2.2M | 6.7% | |
| FID GOVT MMKT K6 Money market fund | — | — | — | $2.2M | 6.6% | |
| AF TRGT DATE 2050 R6 Mutual fund | — | — | — | $2.0M | 6.1% | |
| AF TRGT DATE 2055 R6 Mutual fund | — | — | — | $1.7M | 5.3% | |
| AF TRGT DATE 2035 R6 Mutual fund | — | — | — | $1.7M | 5.3% | |
| JPM US EQUITY R6 Mutual fund | — | — | — | $1.5M | 4.7% | |
| AF TRGT DATE 2045 R6 Mutual fund | — | — | — | $1.4M | 4.2% | |
| AF TRGT DATE 2060 R6 Mutual fund | — | — | — | $1.3M | 4.0% | |
| AF TRGT DATE 2030 R6 Mutual fund | — | — | — | $1.1M | 3.5% | |
| AF WASH MUTL INV R6 Mutual fund | — | — | — | $1.1M | 3.5% | |
| VANG LIFEST INCOME Mutual fund | — | — | — | $1.1M | 3.3% | |
| TRP BLUE CHIP GRTH I Mutual fund | — | — | — | $1.0M | 3.2% | |
| DODGE & COX INCOME X Mutual fund | — | — | — | $810K | 2.5% | |
| VANG ST TREA IDX ADM Mutual fund | — | — | — | $785K | 2.4% | |
| JPM MID CAP GRTH R6 Mutual fund | — | — | — | $619K | 1.9% | |
| VANG ST TREA IDX ADM Mutual fund | — | — | — | $583K | 1.8% | |
| COL GLB TECH GRTH I3 Mutual fund | — | — | — | $544K | 1.7% | |
| AB SM CAP GRTH Z Mutual fund | — | — | — | $520K | 1.6% | |
| AF TRGT DATE 2025 R6 Mutual fund | — | — | — | $455K | 1.4% | |
| FID INTL GROWTH Mutual fund | — | — | — | $419K | 1.3% | |
| participants through August 2054 | — | — | — | $415K | 1.3% | |
| FID TOTAL MKT IDX Mutual fund | — | — | — | $336K | 1.0% | |
| AF BALANCED R6 Mutual fund | — | — | — | $326K | 1.0% | |
| FID LG CAP GR IDX Mutual fund | — | — | — | $319K | 1.0% | |
| FKLN UTILITIES R6 Mutual fund | — | — | — | $312K | 1.0% | |
| AF NEW PERSPECT R6 Mutual fund | — | — | — | $276K | 0.8% | |
| FID SM CAP IDX Mutual fund | — | — | — | $252K | 0.8% | |
| AB GLOBAL BOND Z Mutual fund | — | — | — | $246K | 0.8% | |
| FID MID CAP IDX Mutual fund | — | — | — | $232K | 0.7% | |
| AF TRGT DATE 2020 R6 Mutual fund | — | — | — | $209K | 0.6% | |
| TRP HEALTH SCIENCES Mutual fund | — | — | — | $178K | 0.5% | |
| ABF SM CAP VALUE R6 Mutual fund | — | — | — | $168K | 0.5% | |
| VANG FINL INDEX ADM Mutual fund | — | — | — | $130K | 0.4% | |
| DFA REAL EST SEC I Mutual fund | — | — | — | $122K | 0.4% | |
| (Continued) VANG ENERGY IDX ADM Mutual fund | — | — | — | $121K | 0.4% | |
| DFA INF PRT SEC PORT Mutual fund | — | — | — | $102K | 0.3% | |
| VANGUARD INTL VALUE Mutual fund | — | — | — | $48K | 0.1% | |
| AS SPL MID CP VAL R6 Mutual fund | — | — | — | $11K | <0.1% | |
| VANG LIFEST CON GRTH Mutual fund | — | — | — | $2K | <0.1% |
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