Original filing (PDF)20251009171820NAL0011455776001

LMH Service, Inc.

Name: LMH Service, Inc. — The LMH 401(k) Retirement and, Form 5500 (2024)
Creator: LMH Service, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The LMH 401(k) Retirement and Savings Plan

401(k) retirement plan · LMH Service, Inc.'s The LMH 401(k) Retirement and Savings Plan held $54.2M in plan assets for 1,520 participants in 2024, with Principal as recordkeeper.

Active participants

1,520

Accounts w/ balance

1,001

Plan assets (EOY)

$54.2M

Net assets (EOY)

$54.2M

How this plan invests

This plan

8 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LMH SERVICE, INC..

Plan sponsor

Name

LMH SERVICE, INC.

EIN

38-4087114all filings

Address

7777 CENTER AVENUE · HUNTINGTON BEACH, CA · 92647

Phone

(949) 381-7546

Industry

Real Estate

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

2025-10-09

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$117K	—

Investments

28 direct securities · 8 pooled funds· $64.8M(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.

Mutual Funds

$35.9M

15 holdings

Common Collective Trust

$14.0M

8 holdings

Common Collective Trusts

$6.3M

4 holdings

Other securities

$4.2M

7 holdings

Common Stocks

$2.8M

1 holding

Bonds / Notes

$1.6M

1 holding

					% of plan
The Vanguard Group, Inc. Target Retirement 2035 Fund	Mutual Funds	—	—	$8.0M	14.8%
Northern Trust S&P 500 Index Fund	Common Collective Trusts	—	—	$5.3M	9.8%
NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$5.3M	9.8%
The Vanguard Group, Inc. Target Retirement 2030 Fund	Mutual Funds	—	—	$5.0M	9.2%
The Vanguard Group, Inc. Target Retirement 2040 Fund	Mutual Funds	—	—	$4.0M	7.3%
The Vanguard Group, Inc. Target Retirement 2050 Fund	Mutual Funds	—	—	$3.8M	7.0%
The Vanguard Group, Inc. Target Retirement 2045 Fund	Mutual Funds	—	—	$3.7M	6.8%
HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001	Common Collective Trust	—	—	$3.5M	6.5%
Reliance Trust Company New York Life Anchor Account	Common Stocks	—	—	$2.8M	5.2%
REL TRUST NYL ANCH ACCT SER 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	—	—	$2.8M	5.2%
American Funds Service Co. The Investment Co of America R6	Mutual Funds	—	—	$2.6M	4.9%
The Vanguard Group, Inc. Target Retirement 2025 Fund	Mutual Funds	—	—	$2.6M	4.7%
The Vanguard Group, Inc. Target Retirement 2055 Fund	Mutual Funds	—	—	$1.9M	3.5%
Interest rates ranging from 4.25% to 6.50% -0-	Bonds / Notes	—	—	$1.6M	3.0%
The Vanguard Group, Inc. Vanguard Explorer Fund (Admiral Sh)	Mutual Funds	—	—	$1.4M	2.6%
The Vanguard Group, Inc. Target Retirement 2060 Fund	Mutual Funds	—	—	$1.3M	2.4%
Carillon Tower Advisors Carillon Eagle Mid Cap Growth R6 Fund	Other securities	—	—	$1.3M	2.4%
Great Gray Great Gray Trust EuroPacific Growth	Other securities	—	—	$1.2M	2.3%
GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001	Common Collective Trust	—	—	$1.2M	2.3%
Allspring Global Investments Allspring Special Small Cap Value Fund	Other securities	—	—	$796K	1.5%
Fidelity FIAM Core Plus Commingled Pool Class I	Common Collective Trusts	—	—	$774K	1.4%
FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052	Common Collective Trust	—	—	$774K	1.4%
The Vanguard Group, Inc. Target Retirement 2020 Fund	Mutual Funds	—	—	$694K	1.3%
JP Morgan Funds JP Morgan Mid Cap Value-I	Other securities	—	—	$571K	1.1%
The Vanguard Group, Inc. Target Retirement 2065 Fund	Mutual Funds	—	—	$360K	0.7%
The Vanguard Group, Inc. Target Retirement Income Fund	Mutual Funds	—	—	$358K	0.7%
The Vanguard Group, Inc. Federal Money Market Fund	Mutual Funds	—	—	$178K	0.3%
Northern Trust ACWI ex US IMI Fund	Other securities	—	—	$139K	0.3%
NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223	Common Collective Trust	—	—	$139K	0.3%
Northern Trust Extended Market Index Fund	Common Collective Trusts	—	—	$118K	0.2%
NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110	Common Collective Trust	—	—	$118K	0.2%
(E)	Other securities	—	—	$84K	0.2%
The Vanguard Group, Inc. Target Retirement 2070 Fund	Mutual Funds	—	—	$84K	0.2%
(E)	Other securities	—	—	$59K	0.1%
Northern Trust Agg Bond Index Fund	Common Collective Trusts	—	—	$59K	0.1%
NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088	Common Collective Trust	—	—	$59K	0.1%