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Original filing (PDF)20251015081955NAL0004329793001
LENNOX INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
LENNOX INTERNATIONAL INC. MERGED PROFIT SHARING AND 401(K) RETIREMENT PLAN FOR SALARIED EMPLOYEES
401(k) retirement plan
Signals · 1
80% in single holding
Active participants
3,851
Accounts w/ balance
3,717
Plan assets (EOY)
$818.5M
Net assets (EOY)
$818.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
18 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust" is 80% of plan.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENNOX INTERNATIONAL INC..
Plan sponsor
Name
LENNOX INTERNATIONAL INC.
EIN
42-0991521
Address
2140 LAKE PARK BLVD. · RICHARDSON, TX · 75080
Phone
(972) 497-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
042
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK,SCHAEFER,HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $135K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $192K | — |
Investments
18 direct securities · 2 pooled funds· $1.8B(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
$1.0B
18 holdings
Master Trust
$803.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | — | — | — | $803.2M | 98.1% | |
| LENNOX INTERNATIONAL 401(K) MT LENNOX INTERNATIONAL INC. · EIN 42-0991521 / PN 100 | Master Trust | — | — | $716.9M | 87.6% | |
| maturing through 2039 $72,869,010 | — | — | $72.9M | $95.6M | 11.7% | |
| LENNOX INTERNAT. PROFIT SHARING MT LENNOX INTERNATIONAL INC. · EIN 42-0991521 / PN 101 | Master Trust | — | — | $86.3M | 10.5% | |
| PIMCO Long Duration Total Return Mutual Fund | — | — | $24.6M | $22.6M | 2.8% | |
| Cap Fund * Spartan 500 Index Fund Common/collective Trust Fund | — | — | $10.6M | $21.8M | 2.7% | |
| Notes receivable from participants Interest rate 4.25% - 9.50% - | — | — | — | $9.3M | 1.1% | |
| party interest, collateral, par, or maturity value * Participant Loans Participant Loans | — | — | — | $9.3M | 1.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | $8.3M | $9.2M | 1.1% | |
| FIAM Long Duration Fund Common/collective Trust Fund | — | — | $7.7M | $7.8M | 1.0% | |
| FIAM Small Cap Core Fund Common/collective Trust Fund | — | — | $5.5M | $6.5M | 0.8% | |
| FIAM Inflation-Protected Bond Common/collective Trust Fund | — | — | $3.9M | $4.0M | 0.5% | |
| Hartford Shroders Emerging Mrkts Common/collective Trust Fund | — | — | $2.3M | $3.3M | 0.4% | |
| FIAM Emerging Market Debt Common/collective Trust Fund | — | — | $2.8M | $3.2M | 0.4% | |
| Strategy Fund * FIAM Floating Rate High Income Common/collective Trust Fund | — | — | $2.0M | $2.3M | 0.3% | |
| FIAM Emerging Market Fund Common/collective Trust Fund | — | — | $2.0M | $2.1M | 0.3% | |
| FIAM Select International Small Common/collective Trust Fund | — | — | $1.3M | $1.5M | 0.2% | |
| Fund * FIAM Institutional Cash Fund Common/collective Trust Fund | — | — | $970K | $970K | 0.1% | |
| Equity Fund BlackRock High Yield Bond Fund Mutual Fund | — | — | $810K | $812K | <0.1% | |
| Index Fund * FIAM Long Corporate A or Better Common/collective Trust Fund | — | — | $88K | $86K | <0.1% |