Back to filter
Original filing (PDF)20250930095837NAL0019201074001
LENDER SERVICE PROVIDER, LLC
Form 5500
FILING_RECEIVED
LENDER SERVICE PROVIDER, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
178
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya MyCompass Ind Mod 2045" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENDER SERVICE PROVIDER, LLC.
Plan sponsor
Name
LENDER SERVICE PROVIDER, LLC
EIN
45-3211922
Address
2677 PROSPERITY AVE · SUITE 400 · MERRIFIELD, VA · 22031
Phone
(703) 828-0123
Industry
Finance & Insurancesee 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
2025-09-30
Pension benefit codes
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
HANCOCK & ROBINSON CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| E.R.I.S.A. INC. | 36-3180571 | SKOKIE, IL | THIRD PARTY ADMINISTRATO | $450 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $6.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.6M
31 holdings
Common Collective Trust
$207K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya MyCompass Ind Mod 2045 | — | — | — | $1.7M | 26.2% | |
| Voya MyCompass Ind Mod 2035 | — | — | — | $1.4M | 21.2% | |
| Voya MyCompass Ind Mod 2055 | — | — | — | $607K | 9.3% | |
| Voya Large Cap Growth Fund | — | — | — | $355K | 5.4% | |
| Brandywine Global Glb Bond IS ** 551 Fidelity 500 Index Fund | — | — | — | $333K | 5.1% | |
| Voya MyCompass Ind Mod Ret | — | — | — | $329K | 5.0% | |
| American Funds EuroPacific R6 | — | — | — | $284K | 4.3% | |
| American Funds Washington Mutual R6 | — | — | — | $260K | 4.0% | |
| Voya Fixed Account | — | — | — | $207K | 3.2% | |
| VOYA RETIREMENT INSURANCE SEP ACCT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $207K | 3.2% | |
| Fidelity Total Intl Index Fund | — | — | — | $189K | 2.9% | |
| Macquarie Group Mid Cap Growth | — | — | — | $130K | 2.0% | |
| Interest rates of * Participant loans 4.25% to 9.50% $0 | — | — | — | $101K | 1.5% | |
| Vanguard Balanced Index Fund Adm | — | — | — | $95K | 1.4% | |
| Victory Integrity MCp VI Fund | — | — | — | $88K | 1.3% | |
| JP Morgan Growth Advantage Fund | — | — | — | $69K | 1.1% | |
| American Funds New World R6 | — | — | — | $67K | 1.0% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $66K | 1.0% | |
| Fidelity Adv Ttl Bond Fund Z | — | — | — | $60K | 0.9% | |
| JP Morgan Small Cap Blend Fund | — | — | — | $54K | 0.8% | |
| Voya Intermediate Bond Fund | — | — | — | $40K | 0.6% | |
| Voya Gov Money Market Fd | — | — | — | $39K | 0.6% | |
| Voya MyCompass Ind Mod 2065 | — | — | — | $25K | 0.4% | |
| The Hartford Dividend & Growth Fund | — | — | — | $19K | 0.3% | |
| PGIM High Yield Fund ** 576 PIMCO Commodity Plus Str Is | — | — | — | $8K | 0.1% | |
| JP Morgan US Equity Fund | — | — | — | $7K | 0.1% | |
| American Funds New Perspective R6 | — | — | — | $5K | <0.1% | |
| Voya MyCompass Ind Agg 2045 | — | — | — | $5K | <0.1% | |
| Voya MyCompass Ind Agg 2065 | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $3K | <0.1% | |
| Nuveen Real Estat Secs Fund Ins | — | — | — | $2K | <0.1% |
Related plans
Other plans using E.R.I.S.A. INC.
Similar-size Finance & Insurance plans
NARMI INC.
NARMI 401(K) PLAN
$6.5M · 120 participants
HIGHNOTE PLATFORM, INC.
HIGHNOTE 401(K) PLAN
$6.5M · 120 participants
TAX GUARD, LLC
TAX GUARD, LLC 401(K) PLAN
$6.6M · 98 participants
BUSINESS FINANCE GROUP, INC.
BUSINESS FINANCE GROUP, INC. 401(K) PLAN
$6.6M · 23 participants
ALTITUDE FINANCIAL CORPORATION
ALTITUDE HOME LOANS 401(K) PLAN
$6.5M · 130 participants
BHPCG, LLC
PRIMAL JUSTICE, LLC RETIREMENT PLAN
$6.5M · 6 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B