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Original filing (PDF)20251002142038NAL0000389171001
L & H COMPANY, INC.
Form 5500
FILING_RECEIVED
L & H COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
346
Plan assets (EOY)
$84.9M
Net assets (EOY)
$84.9M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L & H COMPANY, INC..
Plan sponsor
Name
L & H COMPANY, INC.
EIN
36-3097857
Address
1220 KENSINGTON RD · SUITE 210 · OAK BROOK, IL · 60523
Phone
(630) 571-7200
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
THE FIDUCIARY STUDIO
EIN
45-1739578
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST | 20-1591048 | DENVER, CO | NONE | $0 | — |
| ALLIANCE BENEFIT GROUP OF ILLINOIS | 37-0899315 | HOUSTON, TX | NONE | $0 | — |
| RBC WEALTH | — | OAKBROOK TERRACE, IL | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 37-0899315 | ROCHESTER, NY | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.