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Original filing (PDF)20250715084451NAL0001843457001
LEAN TECHNIQUES, INC.
Form 5500
FILING_RECEIVED
LEAN TECHNIQUES INC 401K PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
124
Accounts w/ balance
147
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
33 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Life Ins. Co. Transamerica LifeGoal 2050 with BlkRck Ret Opt" is 26% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEAN TECHNIQUES, INC..
Plan sponsor
Name
LEAN TECHNIQUES, INC.
EIN
38-3836804
Address
9131 NORTHPARK DR. · JOHNSTON, IA · 50131
Phone
(515) 518-8060
Industry
Professional & Technical Servicessee 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
2025-07-15
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)
Auditor
SKIBBIE CPA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $11K | — |
| THE FINWAY GROUP | 42-1468222 | — | RECORDKEEPR | $4K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY | $21K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $2K | — |
Investments
9 direct securities · 33 pooled funds· $12.1M(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.
Pooled Separate Account
$10.3M
33 holdings
Uncategorized
$1.8M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $2.9M | 26.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $1.3M | 11.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $1.1M | 9.7% | |
| DFA GLOB EQT PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $934K | 8.5% | |
| Transamerica Life Ins. Co. Transamerica Partners Stck Index Ret Opt | — | — | — | $643K | 5.9% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 587 | Pooled Separate Account | — | — | $643K | 5.9% | |
| BLACKROCK TOTAL RETRN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $634K | 5.8% | |
| Transamerica Life Ins. Co. Transamerica Stable Value Core Option | — | — | — | $587K | 5.4% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $426K | 3.9% | |
| STATE STREET RUSSELL SM CAP INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $255K | 2.3% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $246K | 2.2% | |
| Transamerica Life Ins. Co. DFA Glob Eqt Port Ret Opt | — | — | — | $207K | 1.9% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $207K | 1.9% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $190K | 1.7% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $181K | 1.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $180K | 1.6% | |
| Transamerica Life Ins. Co. BlackRock Mid-Cap Growth Equity Ret Opt | — | — | — | $179K | 1.6% | |
| DWS ENHANCED COMMODITY STRAT RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $179K | 1.6% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $167K | 1.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $143K | 1.3% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $123K | 1.1% | |
| STATE STREET U.S. BD INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $115K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFEGOAL 2065 WITH BLACKRCK RETOPT · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $97K | 0.9% | |
| Transamerica Life Ins. Co. TA Vanguard REIT Index Ret Opt | — | — | — | $87K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $87K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $50K | 0.5% | |
| Participant Loans Interest Rate 9.5% | — | — | — | $48K | 0.4% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $41K | 0.4% | |
| PGIM TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $38K | 0.4% | |
| Transamerica Life Ins. Co. MFS Mid Cap Value Ret Opt | — | — | — | $36K | 0.3% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $36K | 0.3% | |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 111 | Pooled Separate Account | — | — | $33K | 0.3% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $30K | 0.3% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 850 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Transamerica Life Ins. Co. Federated Hermes Instl High Yld Bd RetOpt | — | — | — | $23K | 0.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $23K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $14K | 0.1% | |
| Transamerica Life Ins. Co. DWS Enhanced Commodity Strat Ret Opt | — | — | — | $13K | 0.1% | |
| HARTFORD SCHRODERS INTRNTL MLTCP VA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 102 | Pooled Separate Account | — | — | $13K | 0.1% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $10K | <0.1% | |
| LORD ABBETT INC RET OPT LORD ABBETT INC RET OPT · EIN 82-5217478 / PN 121 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $3K | <0.1% |
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