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Original filing (PDF)20251012233916NAL0001317506001
DAVID J. FRANK LANDSCAPE CONTRACTING, INC.
Form 5500
FILING_RECEIVED
DAVID J. FRANK LANDSCAPE CONTRACTING, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
251
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
27 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID J. FRANK LANDSCAPE CONTRACTING, INC..
Plan sponsor
Name
DAVID J. FRANK LANDSCAPE CONTRACTING, INC.
EIN
39-1206455
Address
N120 W21350 FREISTADT ROAD · GERMANTOWN, WI · 53022
Phone
(262) 255-4888
Industry
Admin Support & Waste Mgmtsee 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
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE INVESTMENT ADVISORY | 47-0848703 | — | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
27 direct securities· $8.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.2M | 14.2% | |
| American Funds American Mutual R6 Registered Investment Company | — | — | — | $942K | 11.3% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company | — | — | — | $861K | 10.3% | |
| Schwab S&P 500 Index Registered Investment Company | — | — | — | $679K | 8.1% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company | — | — | — | $631K | 7.6% | |
| MFS Massachusetts Investors Gr Stk R5 Registered Investment Company | — | — | — | $560K | 6.7% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company | — | — | — | $497K | 5.9% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Company | — | — | — | $405K | 4.8% | |
| American Funds 2010 Trgt Date Retire R6 Registered Investment Company | — | — | — | $400K | 4.8% | |
| T Rowe Price Diversified Mid-Cap Growth Registered Investment Company | — | — | — | $340K | 4.1% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $309K | 3.7% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $299K | 3.6% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company | — | — | — | $281K | 3.4% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Company | — | — | — | $248K | 3.0% | |
| American Funds 2060 Target Date Ret R6 Registered Investment Company | — | — | — | $144K | 1.7% | |
| Standard Ins Co Stable Asset Fund D Guaranteed Investment Contract | — | — | — | $117K | 1.4% | |
| Prudential Total Return Bond Q Registered Investment Company | — | — | — | $95K | 1.1% | |
| Participant Loans Interest rates from 5.25% - 10.50% -0- | — | — | — | $72K | 0.9% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $63K | 0.7% | |
| American Funds Intl Gr And Inc R6 Registered Investment Company | — | — | — | $48K | 0.6% | |
| American Funds 2065 Trgt Date Retir R6 Registered Investment Company | — | — | — | $44K | 0.5% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Company | — | — | — | $22K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 Registered Investment Company | — | — | — | $17K | 0.2% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $16K | 0.2% | |
| Fund Inc Vanguard Long-Term Govt Bd Idx Admiral Registered Investment Company | — | — | — | $7K | <0.1% | |
| American Funds Europacific Gr R6 Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $2K | <0.1% |
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