How big is Lefebvre Companies, Inc.'s plan?

Lefebvre Companies, Inc.'s plan reported $6.1M in assets and 80 participants for 2024.

Original filing (PDF)20251014151042NAL0003123745001

Lefebvre Companies, Inc.

Name: Lefebvre Companies, Inc. — Lefebvre Companies 401(k), Form 5500 (2024)
Creator: Lefebvre Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lefebvre Companies 401(k) Plan

401(k) retirement plan · Lefebvre Companies, Inc.'s Lefebvre Companies 401(k) Plan held $6.1M in plan assets for 80 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

198

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Lefebvre Companies, Inc.'s EIN is 41-1783497.

EIN 41-1783497

Plan number 001

Plan year 2024

ACK ID 20251014151042NAL0003123745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lefebvre Companies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lefebvre Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

25 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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEFEBVRE COMPANIES, INC.

EIN

all filings

Address

10895 171ST AVENUE NW · ELK RIVER, MN · 55330

Phone

(763) 441-2681

Industry

Transportation & Warehousing

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

2025-10-14

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	—	JERSEY CITY, NJ	INVESTMENT ADVISOR	$17K	—

Investments

25 direct securities· $6.1M(100% of reported assets)

Other securities

$4.0M

16 holdings

Mutual Funds

$1.2M

7 holdings

Common Collective Trusts

$680K

1 holding

Bonds / Notes

$196K

1 holding

					% of plan
Blackrock Lifepath Index Retirement Mutual Fund	Other securities	—	—	$760K	12.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$680K	11.2%
AllianceBernstein Large Cap Growth Mutual Fund	Other securities	—	—	$665K	11.0%
Blackrock Lifepath Index 2040 Mutual Fund	Other securities	—	—	$620K	10.2%
Blackrock Lifepath Index 2035 Mutual Fund	Other securities	—	—	$461K	7.6%
Putnam Large Cap Value Mutual Fund	Mutual Funds	—	—	$451K	7.4%
Blackrock Lifepath Index 2055 Mutual Fund	Other securities	—	—	$435K	7.2%
MFS International Diversification Mutual Fund	Mutual Funds	—	—	$408K	6.7%
Federated Hermes Total Return Bond Mutual Fund	Other securities	—	—	$294K	4.9%
Participant Loans Interest rate at 3.25% - 10.50%	Bonds / Notes	—	—	$196K	3.2%
Blackrock Lifepath Index 2060 Mutual Fund	Other securities	—	—	$153K	2.5%
Blackrock Lifepath Index 2050 Mutual Fund	Other securities	—	—	$119K	2.0%
Blackrock Lifepath Index 2030 Mutual Fund	Other securities	—	—	$98K	1.6%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$94K	1.5%
ClearBridge Select Fund Mutual Fund	Other securities	—	—	$90K	1.5%
Blackrock Lifepath Index 2045 Mutual Fund	Other securities	—	—	$82K	1.4%
EI Fixed Account - Series Class I General Account	Other securities	—	—	$71K	1.2%
American Century Mid Cap Value Mutual Fund	Other securities	—	—	$68K	1.1%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$62K	1.0%
Lord Abbett Developing Growth Mutual Fund	Mutual Funds	—	—	$61K	1.0%
Blackrock Lifepath Index 2065 Mutual Fund	Other securities	—	—	$57K	0.9%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$54K	0.9%
Fidelity Adivsor Small Cap Value Mutual Fund	Mutual Funds	—	—	$49K	0.8%
iShares US Aggregate Bond Index Mutual Fund	Other securities	—	—	$27K	0.5%
American Century Sustainable Equity Mutual Fund	Other securities	—	—	$8K	0.1%