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Original filing (PDF)20250818162146NAL0001415185001
LITHKO CONTRACTING, LLC
Form 5500
FILING_RECEIVED
BUILDING YOUR BENEFITS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,841
Accounts w/ balance
1,355
Plan assets (EOY)
$86.2M
Net assets (EOY)
$86.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITHKO CONTRACTING, LLC.
Plan sponsor
Name
LITHKO CONTRACTING, LLC
EIN
43-1214734
Address
2958 CRESCENTVILLE ROAD · WEST CHESTER, OH · 45069
Phone
(855) 413-0916
Industry
Constructionsee 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
2025-08-18
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $44K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $140K | — |
| PLANTE & MORAN, PLLC | 44-0160260 | — | RETAINED BY EMPLOYER | $18K | — |
Investments
13 direct securities · 20 pooled funds· $86.9M(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.
Common Collective Trust
$55.8M
20 holdings
Uncategorized
$31.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG T ROWE PRICE RET 2055 WILMINGTON TRUST, N.A · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $8.4M | 9.8% | |
| GG T ROWE PRICE RET 2040 R1 WILMINGTON TRUST, N.A · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $8.0M | 9.2% | |
| GG T ROWE PRICE RET 2045 R1 WILMINGTON TRUST, N.A · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $7.7M | 8.9% | |
| GG T ROWE PRICE RET 2050 R1 WILMINGTON TRUST, N.A · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $6.7M | 7.8% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $6.0M | 6.9% | |
| GG T ROWE PRICE RET 2035 R1 WILMINGTON TRUST, N.A · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.2% | |
| iShares S&P 500 Index Fund | — | — | — | $4.4M | 5.1% | |
| John Hancock Life Insurance Company Unallocated contract - Stable Value Guaranteed Income Fund | — | — | — | $4.2M | 4.9% | |
| JPMorgan U.S. Equity Fund | — | — | — | $3.9M | 4.5% | |
| GG T ROWE PRICE RET 2060 R1 WILMINGTON TRUST, N.A · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.3% | |
| AB US LC GR CIT W SERIES P1 WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.1M | 3.6% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.9M | 3.3% | |
| GG T ROWE PRICE RET 2030 R1 WILMINGTON TRUST, N.A · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.0M | 2.4% | |
| JANUS INTL ALPHA EQU CIT III WILMINGTON TRUST, N.A · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| BlackRock Equity Dividend Fund | — | — | — | $2.0M | 2.3% | |
| MID CAP VALUE FUND R1 WILMINGTON TRUST, N.A · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| Vanguard Wellington Fund | — | — | — | $1.9M | 2.2% | |
| MID CAP GROWTH R1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| SMALL CAP VALUE FD II R1 WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| SMALL CAP GROWTH FUND II CL R1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Participants Participant notes receivable bearing interest rates ranging between 4.25 to 9.50 percent - | — | — | — | $1.4M | 1.6% | |
| DWS RREEF Real Estate Securities Fund | — | — | — | $924K | 1.1% | |
| GG T ROWE PRICE RET 2005 R1 WILMINGTON TRUST, N.A · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $789K | 0.9% | |
| PIMCO Real Return Fund | — | — | — | $730K | 0.8% | |
| Fidelity Core Plus Fixed Income Fund | — | — | — | $704K | 0.8% | |
| GG FID INS AM CR PL FXD INC U WILMINGTON TRUST, N.A · EIN 38-4139854 / PN 633 | Common Collective Trust | — | — | $704K | 0.8% | |
| GG T ROWE PRICE RET 2015 R1 WILMINGTON TRUST, N.A · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $538K | 0.6% | |
| GG T ROWE PRICE RET 2025 R1 WILMINGTON TRUST, N.A · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $466K | 0.5% | |
| GG T ROWE PRICE RET 2065 R1 WILMINGTON TRUST, N.A · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $351K | 0.4% | |
| GG T ROWE PRICE RET 2020 R1 WILMINGTON TRUST, N.A · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $220K | 0.3% | |
| JPMorgan U.S. Government Money Market Fund | — | — | — | $59K | <0.1% | |
| GG T ROWE PRICE RET 2010 R1 WILMINGTON TRUST, N.A · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $103 | <0.1% |