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Original filing (PDF)20250924141759NAL0008261904001
LUMBERMEN'S BRICK & SUPPLY CO.
Form 5500
FILING_RECEIVED
FIREPLACE STONE & PATIO 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
110
Accounts w/ balance
110
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
22 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)
97
/ 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
100
Participation health
100
Knocking points off
- Top holding "[DFE: VANGUARD 500 INDEX ADMIRAL (no filing on disk)]" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMBERMEN'S BRICK & SUPPLY CO..
Plan sponsor
Name
LUMBERMEN'S BRICK & SUPPLY CO.
EIN
47-0226995
Address
13709 INDUSTRIAL RD. · OMAHA, NE · 68137
Phone
(402) 894-2222
Industry
Wholesale Tradesee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $34K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $10K | — |
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS INC. | 47-0617162 | — | CONTRACT ADMIN | $1K | — |
Investments
22 pooled funds· $6.2M(78% 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.
Pooled Separate Account
$5.7M
19 holdings
Common Collective Trust
$552K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 20.4% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $676K | 8.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $667K | 8.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $601K | 7.5% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $498K | 6.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $453K | 5.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $405K | 5.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $377K | 4.7% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 90-0779283 / PN 406 | Pooled Separate Account | — | — | $249K | 3.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 397 | Pooled Separate Account | — | — | $133K | 1.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $130K | 1.6% | |
| INDEXSELECT MODERATE RETIRE FUND CI GREAT GRAY TRUST COMPANY, LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $101K | 1.3% | |
| MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $84K | 1.0% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 407 | Pooled Separate Account | — | — | $62K | 0.8% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $55K | 0.7% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $55K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $44K | 0.5% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 404 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4515825 / PN 312 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 90-0779283 / PN 399 | Pooled Separate Account | — | — | $0 | <0.1% |