Original filing (PDF)20250926150941NAL0011047184001

Lensing Wholesale Inc.

Name: Lensing Wholesale Inc. — Lensing Wholesale, Inc., Form 5500 (2024)
Creator: Lensing Wholesale Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lensing Wholesale, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lensing Wholesale Inc.'s Lensing Wholesale, Inc. 401(k) Profit Sharing Plan and Trust held $13.1M in plan assets for 135 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

135

Accounts w/ balance

148

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LENSING WHOLESALE INC..

Plan sponsor

Name

LENSING WHOLESALE INC.

EIN

35-0838284all filings

Address

600 NORTH 6TH AVENUE · EVANSVILLE, IN · 47710

Phone

(812) 423-6891

Industry

Wholesale Trade

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

2025-09-26

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OLD NATIONAL WEALTH MANAGEMENT	35-1729164	—	ADVISOR	$25K	—

Investments

29 direct securities· $13.0M(99% of reported assets)

Mutual Funds

$10.4M

14 holdings

Common Collective Trusts

$1.2M

5 holdings

Other securities

$1.2M

9 holdings

U.S. Treasuries

$159K

1 holding

					% of plan
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.4M	18.5%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	14.9%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	12.8%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	10.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$709K	5.4%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$569K	4.4%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$493K	3.8%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$468K	3.6%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$465K	3.6%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$432K	3.3%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$355K	2.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$342K	2.6%
John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual Fund	Other securities	—	—	$270K	2.1%
Janus Henderson Enterprise Fund Class T Mutual Fund	Mutual Funds	—	—	$210K	1.6%
Principal MidCap Fund Institutional Class Mutual Fund	Other securities	—	—	$187K	1.4%
Fidelity Small Cap Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$180K	1.4%
Fidelity Short-Term Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$159K	1.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$119K	0.9%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$117K	0.9%
ClearBridge Large Cap Value Fund Class I Mutual Fund	Other securities	—	—	$116K	0.9%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$105K	0.8%
Driehaus Emerging Markets Growth Fund Investor Class Mutual Fund	Other securities	—	—	$77K	0.6%
Hartford Schroders International Stock Fund Class SDR Mutual Fund	Other securities	—	—	$50K	0.4%
Federated Institutional High Yield Bond Fund Institutional Shares Mutual Fund	Other securities	—	—	$25K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$23K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$18K	0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$18K	0.1%
JPMorgan Core Bond Fund Class R6 Mutual Fund	Other securities	—	—	$15K	0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$11K	<0.1%