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LGC ASSOCIATES, LLC — LGC ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260306161652NAL0008445520001
LGC ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
LGC ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 3.7 mo
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
1,073
Accounts w/ balance
942
Plan assets (EOY)
$5.4M
Net assets (EOY)
-$5.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LGC ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
LGC ASSOCIATES, LLC
EIN
35-2151117
Address
8200 HAVERSTICK ROAD · SUITE 102 · INDIANAPOLIS, IN · 46240
Phone
(317) 569-0018
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-06
Pension benefit codes
3I · Requires investment in employer securities
2I · Stock bonus
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $5.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
*LGC Holdings, Inc. 30,000 shares
Common Stocks
—
$14.6M
$5.4M
100.0%
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Knocking points off
Filed 3.7 months past the 10.5-month grace window.
Top holding "LGC Holdings, Inc. 30,000 shares" is 100% of plan.
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No recordkeeper disclosed on Schedule C.
Helping the score
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