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Original filing (PDF)20250925145259NAL0007747089001
LMR SERVICES LLC
Form 5500
FILING_RECEIVED
LONG MEADOW RANCH 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
152
Accounts w/ balance
108
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual Fund" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LMR SERVICES LLC.
Plan sponsor
Name
LMR SERVICES LLC
EIN
36-4856570
Address
801 MAIN ST · SAINT HELENA, CA · 94574
Phone
(707) 965-4530
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $1K | — |
Investments
17 direct securities · 16 pooled funds· $7.0M(100% 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.
Uncategorized
$6.6M
17 holdings
Common Collective Trust
$427K
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $2.7M | 38.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.5M | 21.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $860K | 12.3% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $401K | 5.7% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | — | — | — | $264K | 3.8% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $214K | 3.0% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $159K | 2.3% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $141K | 2.0% | |
| Vanguard Ftse Social Index Admiral Mutual Fund | — | — | — | $111K | 1.6% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $70K | 1.0% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $69K | 1.0% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $63K | 0.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $51K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $42K | 0.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $41K | 0.6% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $34K | 0.5% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $34K | 0.5% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $33K | 0.5% | |
| DFA International Value I Mutual Fund | — | — | — | $31K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $29K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $24K | 0.3% | |
| Vanguard Long-Term Investment-Grade Adm Mutual Fund | — | — | — | $22K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $17K | 0.2% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $14K | 0.2% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $7K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $6K | <0.1% | |
| EI Fixed Account - Series Class I Fully Benefit-Responsive Investment Contract | — | — | — | $5K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $64 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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