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Original filing (PDF)20250807144556NAL0002217811001
LPI DIGITAL, LLC
Form 5500
FILING_RECEIVED
LPI RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
382
Accounts w/ balance
529
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LPI DIGITAL, LLC.
Plan sponsor
Name
LPI DIGITAL, LLC
EIN
39-1160869
Address
2875 SOUTH JAMES DRIVE · NEW BERLIN, WI · 53151
Phone
(262) 785-1188
Industry
Information / Tech / Mediasee 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
2025-08-07
Pension benefit codes
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
SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | OTHER | $63K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $61K | — |
| SVA | — | MADISON, WI | OTHER | $13K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
32 direct securities · 1 pooled fund· $43.8M(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.
Uncategorized
$41.4M
32 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Premium N/A | — | — | — | $5.3M | 12.1% | |
| American Funds 2035 Target Date Fund R6 N/A | — | — | — | $3.1M | 7.2% | |
| Baird Core Plus Bond Fund Institutional N/A | — | — | — | $2.8M | 6.4% | |
| American Funds New Perspective Fund R6 N/A | — | — | — | $2.5M | 5.6% | |
| T. Rowe Price Capital Appreciation N/A | — | — | — | $2.4M | 5.6% | |
| METLIFE GAC SERIES 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.5% | |
| American Funds Income Fund of America R6 N/A | — | — | — | $2.4M | 5.5% | |
| Fidelity Advisor Equity Growth Class I N/A | — | — | — | $2.3M | 5.3% | |
| American Funds Moderate Growth and Income Portfolio Fund Class R-6 N/A | — | — | — | $2.3M | 5.2% | |
| American Funds 2030 Target Date Fund R6 N/A | — | — | — | $1.8M | 4.2% | |
| MFS International Diversification Fund R3 N/A | — | — | — | $1.5M | 3.4% | |
| American Funds 2045 Target Date Fund R6 N/A | — | — | — | $1.5M | 3.4% | |
| American Funds 2025 Target Date Fund R6 N/A | — | — | — | $1.4M | 3.2% | |
| Vanguard Malvern Funds Cre BD Admiral N/A | — | — | — | $1.3M | 2.9% | |
| American Funds 2050 Target Date Fund R6 N/A | — | — | — | $1.1M | 2.4% | |
| American Funds 2040 Target Date Fund R6 N/A | — | — | — | $1.1M | 2.4% | |
| American Funds 2020 Target Date Fund R6 N/A | — | — | — | $932K | 2.1% | |
| Vanguard Mid Cap Index Fund Admiral N/A | — | — | — | $859K | 2.0% | |
| American Funds 2055 Target Date Fund R6 N/A | — | — | — | $851K | 1.9% | |
| John Hancock Disciplined Value Mid Cap R6 N/A | — | — | — | $766K | 1.7% | |
| Vanguard Value Index Fund Admiral N/A | — | — | — | $764K | 1.7% | |
| Blackrock High Yield Bond Institutional N/A | — | — | — | $580K | 1.3% | |
| Vanguard Small Cap Value Index Fund Admiral N/A | — | — | — | $519K | 1.2% | |
| American Funds 2060 Target Date Fund R6 N/A | — | — | — | $517K | 1.2% | |
| Notes receivable from participants (3.25% - 8.50%) - 0 - | — | — | — | $448K | 1.0% | |
| Small Cap World Fund Class R6 N/A | — | — | — | $414K | 0.9% | |
| DFA US Small Cap I N/A | — | — | — | $413K | 0.9% | |
| Principal Real Estate Securities Institutional N/A | — | — | — | $367K | 0.8% | |
| Blackrock Emerging Markets Fund Class Institutional N/A | — | — | — | $363K | 0.8% | |
| Vanguard Materials Index Fund Admiral N/A | — | — | — | $338K | 0.8% | |
| American Funds 2015 Target Date Fund R6 N/A | — | — | — | $338K | 0.8% | |
| American Funds 2065 Target Date Fund R6 N/A | — | — | — | $110K | 0.3% | |
| American Funds 2010 Target Date Fund R6 N/A | — | — | — | $13K | <0.1% |
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