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Original filing (PDF)20251015082131NAL0008636530001
LENNOX INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
LENNOX INTERNATIONAL INC. 401(K) FOR HOURLY EMPLOYEES
401(k) retirement plan
Signals · 1
93% in single holding
Active participants
5,006
Accounts w/ balance
5,810
Plan assets (EOY)
$129.3M
Net assets (EOY)
$129.3M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust" is 93% of plan.
- 27 bps in Schedule C fees — 166% above peer band of 10 bps.
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
045
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK,SCHAEFER,HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $301K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK,SCHAEFER,HACKETT & CO | 31-0800053 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
3 direct securities · 1 pooled fund· $249.2M(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
$128.8M
3 holdings
Master Trust
$120.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | — | — | — | $120.4M | 93.1% | |
| LENNOX INTERNATIONAL 401(K) MT LENNOX INTERNATIONAL INC. · EIN 42-0991521 / PN 100 | Master Trust | — | — | $120.4M | 93.1% | |
| Notes receivable from Interest rate 4.25% - 9.50% maturing $- | — | — | — | $4.2M | 3.3% | |
| party interest, collateral, par, or maturity value * Participant Loans Participant Loans | — | — | — | $4.2M | 3.3% |