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Original filing (PDF)20251013094546NAL0000455315003
LAUTREC, LTD.
Form 5500
FILING_RECEIVED
LAUTREC, LTD. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Active participants
480
Accounts w/ balance
114
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAUTREC, LTD..
Plan sponsor
Name
LAUTREC, LTD.
EIN
38-2098021
Address
31550 NORTHWESTERN HWY., STE 200 · FARMINGTON HILLS, MI · 483342571
Phone
(248) 737-1412
Industry
Real Estatesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
YEO & YEO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SM | 13-5674085 | — | RECORDKEEPER | $825 | — |
Investments
35 direct securities · 1 pooled fund· $16.6M(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
$15.1M
34 holdings
Common Collective Trust
$1.3M
1 holding
Mutual Funds
$149K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN GROWTH FD AMER R4 MUTUAL FUNDS | — | — | $2.4M | $2.8M | 18.6% | |
| Lord Abbett & Co. Lord Abbett Total Return FD A | — | — | — | $1.8M | 11.8% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| Common trust funds Invesco Trust Company Invesco Stable Value Return CL 5 | — | — | — | $1.2M | 8.2% | |
| American Funds American Balanced Fund R4 | — | — | — | $894K | 6.0% | |
| Blackrock iShares S&P 500 Index FD | — | — | — | $790K | 5.3% | |
| JP Morgan JP Morgan US Equity FD CL A | — | — | — | $727K | 4.9% | |
| American Funds American EuroPacific Growth Fund R4 | — | — | — | $685K | 4.6% | |
| American Funds American Wash Mutual Inv GM | — | — | — | $535K | 3.6% | |
| Lord Abbett & Co. Lord Abbett Total Return A GM | — | — | — | $520K | 3.5% | |
| Wells Fargo Wells Fargo Govt Securities A GM | — | — | — | $493K | 3.3% | |
| Invesco Discovery Fund A | — | — | — | $459K | 3.1% | |
| ClearBridge Investments Clearbridge Large Cap Growth GM | — | — | — | $439K | 2.9% | |
| American Funds American Wash Mutual Inv | — | — | — | $422K | 2.8% | |
| Lord Abbett & Co. Lord Abbett Mid Cap Stock R4 | — | — | — | $315K | 2.1% | |
| American Funds American EuroPacific Growth Fund R4 GM | — | — | — | $291K | 2.0% | |
| JP Morgan JP Morgan Strategic Income A GM | — | — | — | $275K | 1.8% | |
| INVESCO OPPNHMR INTL GRTH A GM MUTUAL FUNDS | — | — | $305K | $260K | 1.7% | |
| Oppenheimer Intl Growth A GM | — | — | — | $260K | 1.7% | |
| Goldman Sachs Goldman Sachs Small Cap Val A | — | — | — | $235K | 1.6% | |
| PIMCO High Yield Institutional Fund | — | — | — | $212K | 1.4% | |
| Victory Capital Victory Sycamore Established Value Fund A | — | — | $173K | $186K | 1.2% | |
| Victory Capital Victory Established Value Fund A GM | — | — | — | $185K | 1.2% | |
| VICTORY SYCAMORE EST VAL FD GM MUTUAL FUNDS | — | — | $165K | $185K | 1.2% | |
| ClearBridge Investments Clearbridge Large Cap Growth | — | — | — | $161K | 1.1% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth A | Mutual Funds | — | — | $149K | 1.0% | |
| Oppenheimer Intl Growth A | — | — | — | $143K | 1.0% | |
| Delaware Funds Macquarie Small Cap Core Fund R6 | — | — | — | $135K | 0.9% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth A GM | — | — | — | $112K | 0.7% | |
| Wells Fargo Wells Fargo Govt Securities A | — | — | — | $100K | 0.7% | |
| Oakmark Funds The Oakmark Int'l Fund Inv | — | — | — | $91K | 0.6% | |
| Invesco Trust Company Invesco Stable Value Return CL 5 GM | — | — | $80K | $80K | 0.5% | |
| Goldman Sachs Goldman Sachs Small Cap Val A GM | — | — | $87K | $72K | 0.5% | |
| Invesco Discovery Fund A GM | — | — | — | $65K | 0.4% | |
| Blackrock Global Alloc A | — | — | — | $20K | 0.1% | |
| JP Morgan JP Morgan Strategic Income A | — | — | — | $17K | 0.1% |
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